Financial Advisor

Taylor James Professional Recruitment; Leeds; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Benefits package

Job summary

Taylor James Professional Recruitment is helping a Leeds-based, award-winning financial planning firm recruit an experienced Financial Advisor for a permanent role. You will manage an established client bank and have clear opportunities to grow your own portfolio, with comprehensive admin and paraplanning support.

The role offers a competitive salary up to £65,000, negotiable, plus an attractive benefits package.

Qualifications

• Minimum Level 4 Diploma qualified (Chartered status desirable)
• Strong knowledge of financial planning products, particularly pensions and investments
• A client-focused approach with excellent communication and relationship-building skills

Responsibilities

• Deliver high-quality, bespoke financial advice supported by well-researched, profitable recommendations
• Manage and develop an existing client portfolio
• Utilise provided leads to expand your client base and build strong, lasting relationships
• Benefit from full administrative and paraplanning support

Skills

Client portfolio development

Pensions knowledge

Communication skills

Education

Level 4 Diploma

Job description

Our client, an award-winning firm of financial planners based in Leeds, is seeking to appoint an experienced Financial Advisor to join their established team on a permanent basis.

This is an excellent opportunity offering a ready-made client bank, allowing you to immediately manage existing relationships while also providing significant scope to grow and develop your own portfolio.

Working closely with senior advisers, your key responsibilities will include:

The Role

• Deliver high-quality, bespoke financial advice supported by well-researched, profitable recommendations
• Manage and develop an existing client portfolio
• Utilise provided leads to expand your client base and build strong, lasting relationships
• Benefit from full administrative and paraplanning support

The Candidate

• Minimum Level 4 Diploma qualified (Chartered status desirable)
• Strong knowledge of financial planning products, particularly pensions and investments
• A client-focused approach with excellent communication and relationship-building skills

Salary & Benefits

A competitive basic salary of up to £65,000 (negotiable) is on offer. The overall remuneration package will be tailored to reflect the experience and calibre of the successful candidate, alongside a comprehensive and attractive benefits package.