Financial Advisor

Premier Jobs UK Ltd; Leeds; Hybrid; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Private healthcare

Income protection

Life assurance

Holiday allowance

Chartered support

Wellbeing program

Eye care

Cycle to work

Job summary

Premier Jobs UK Ltd is seeking a Financial Advisor for a high-growth wealth management firm with offices across the UK, including Leeds and London. You will join a collaborative team with a dedicated lead-generation system, focusing on advising clients and building long-term relationships.

The role offers a salary with performance bonuses, a supportive environment with paraplanners and client relationship managers, and a clear path toward Chartered status.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is essential.
• Experience delivering holistic financial advice in a planning-led environment.
• Strong understanding of FCA regulatory requirements.

Responsibilities

• Manage your own client relationships and deliver compliant financial advice.
• Conduct comprehensive reviews across pensions, investments, and protection.
• Convert warm leads into long-term client relationships.
• Work towards defined performance targets with supportive teams.

Skills

Holistic financial advice

FCA regulations

Client relationships

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Financial Advisor – Exciting Opportunity with a Fast-Growing Wealth Management Firm

Are you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.

Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join their collaborative team. With offices across the UK, they are continuing to expand and bolster their footprint, with current focus on recruiting in London and Leeds and the surrounding regions.

What makes this Financial Advisor role different?

You won't be spending your time cold-calling or chasing leads. Instead, you'll benefit from a dedicated lead generation team who qualify prospects before they reach your diary. Recent advisors in their team have hit their annual targets within months due to the volume and quality of opportunities available.

You'll work within a truly collaborative environment where senior practitioners share knowledge freely, and support teams (including Paraplanners and Client Relationship Managers) handle the administrative burden, allowing you to focus on what you do best – building relationships and delivering exceptional advice.

Key responsibilities include:

• Managing your own client relationships and delivering holistic, compliant financial advice
• Conducting comprehensive reviews and creating tailored strategies across pensions, investments, and protection
• Converting warm leads into long-term client relationships
• Working towards agreed performance targets with full support

Financial Advisor Requirements

• Essential: Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards Chartered is desirable)
• Essential: Experience delivering holistic financial advice in a planning-led environment
• Essential: Strong understanding of FCA regulatory requirements
• Desirable: Track record of building and maintaining client relationships

The Company

Our client is an award-winning financial planning firm with a reputation for putting clients first and investing heavily in their people. Following recent investment, they're executing an ambitious growth strategy whilst maintaining their collaborative, supportive culture. They operate a salaried model with performance bonuses, and all advisors have the opportunity to participate in equity ownership.

Financial Advisor Benefits

• Competitive salary based on experience
• Discretionary performance bonus scheme
• Private healthcare (after qualifying period)
• Group income protection and life assurance
• 24 days holiday rising to 26, plus 2 additional days at Christmas
• Support with professional qualifications including Chartered status
• Wellbeing programme, eye care scheme, and cycle to work scheme

Location

This Financial Advisor opportunity is open to candidates based in or around Leeds or London. Flexible working arrangements are available, though regular client meetings and team collaboration are part of the role.