Financial Advisor

Austin Fraser; Leeds; On-site; GBP 30,000 - 60,000; Full time

Job summary

A leading financial services company in Leeds is seeking an experienced financial adviser to join their team on a self-employed basis. The role offers extensive support, including leads from legacy clients and a flexible hybrid working environment. Ideal candidates will possess a Level 4 Diploma and have at least one year of experience in financial advising.

Benefits

Flexible hybrid working

Fully equipped office environment

Comprehensive admin support

Onsite parking

Generous commission splits

Qualifications

• Fully L4 Diploma qualified.
• 1+ years of relevant experience in financial advice.
• Comprehensive communication skills both verbal and written.

Responsibilities

• Provide high-quality financial advice to clients.
• Work from a fully equipped office and manage leads.

Skills

Communication skills

Attention to detail

Relationship building

Listening skills

Education

L4 Diploma in Financial Advice

CeMap or equivalent

Job description

We are recruiting for an experienced financial adviser to join one of our successful businesses based in the heart of Leeds

This business has over 25 years of experience at offering high quality financial and mortgage adviser to their clients, local to Leeds and beyond.

They are looking for an experience financial adviser to join their team on a self-employed basis working out of the offices.

For the right person you will receive

• Full leads provided from an extensive back book of legacy clients and new clients
• Flexibly hybrid working offering the chance to work from home 2 days per week
• Fully equipped office environment to work out of including onsite parking
• Full comprehensive admin support to allow you to concentrate on giving advice
• Generous commission splits on both leads provided and self-generated leads with uncapped earning potential

The right person will need

• Fully L4 Diploma qualified
• Full relevant experience in giving financial advice (ideally 1 year +)
• Full CeMap or equivalent, desirably but not essential
• Comprehensive communication skills both verbal and written
• Attention to detail
• Relationship building and listening skills

This is a role that would suit and experienced self-employed adviser, or one looking to start their self-employed journey, looking for a new opportunity, a new challenge and a new home.

To apply, please click below and send you CV to us today