Financial Advisor - Flexible Hours & Equity Opportunities

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

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.