Financial Adviser

ARR Talent Limited; Leeds; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A respected national financial firm is seeking a Level 4 qualified Financial Adviser to manage a portfolio of high-net-worth clients in Leeds and West Yorkshire. This role offers competitive compensation, performance bonuses, and flexible working options. Candidates should have strong interpersonal skills and a proven track record in financial advice. This position allows you to work autonomously without office constraints, providing the freedom to serve clients effectively.

Benefits

Competitive base salary

Quarterly and annual performance bonuses

£6,000 car allowance

Contributory pension scheme (up to 10%)

28 days holiday plus bank holidays

Option to buy or sell holiday days

Comprehensive training and CPD support

Discounts across major retail and leisure brands

Volunteering days and employee wellbeing programme

Qualifications

• Level 4 qualified Financial Adviser (Diploma in Financial Planning or equivalent).
• Proven track record in financial advice and wealth management.
• Organised and committed to continuous development.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients.
• Deliver financial advice in a flexible manner.
• Collaborate with a team and utilize tailored financial solutions.

Skills

Interpersonal skills

Strong communication

Client-first approach

Organised

Self-motivated

Education

Level 4 Financial Adviser qualification

Job description

Are you a Level 4 qualified Financial Adviser looking for a fresh challenge? This is a rare employed opportunity to join a respected national firm that combines professional ambition with genuine flexibility and support.

You ll inherit a high-quality client base of professionals in trusted high-net-worth sectors such as education and medical. With full administrative and technical support, you ll have the freedom to focus on what you do best: building relationships and delivering outstanding financial advice.

Why this Financial Adviser role stands out:

• Competitive base salary with uncapped earnings
• Quarterly and annual performance bonuses
• £6,000 car allowance
• Generous contributory pension scheme (up to 10%)
• 28 days holiday plus bank holidays (rising to 30 days with service)
• Option to buy or sell holiday days
• Dedicated relationship team to support lead generation and appointment setting
• Flexible working options to suit your lifestyle
• Comprehensive training and CPD support
• Discounts across major retail, wellbeing, and leisure brands
• Volunteering days and employee wellbeing programme

About the Financial Adviser role:

As a Financial Adviser, you ll manage and grow a portfolio of high-net-worth clients across Leeds and West Yorkshire. This is a field-based role with no office ties, giving you the autonomy to manage your schedule and deliver advice in a way that works for you and your clients.

You ll be supported by a collaborative team culture and a strong brand presence, with access to a wide range of financial solutions tailored to the needs of professionals.

What we re looking for:

• Level 4 qualified Financial Adviser (Diploma in Financial Planning or equivalent)
• Current, proven track record in financial advice, wealth management, or protection planning
• Strong interpersonal and communication skills
• Commercially minded with a proactive, client-first approach
• Organised, self-motivated, and committed to continuous development

If you re ready to take your career to the next level with a firm that values your expertise and gives you room to grow, we d love to hear from you.

Apply today