Independent Financial Adviser

Capability Consulting; Leeds; Vor Ort; GBP 50.000 - 90.000; Vollzeit

Benefits dieser Stelle

30 days holiday + bank holidays + birthday off

Company pension

Life insurance

Paid volunteer time

Free parking

Zusammenfassung

Capability Consulting is seeking a dedicated Financial Adviser to provide premium, whole of market financial advisory services to clients. This role allows for hybrid working, typically four days in the office and one day remotely.

Successful candidates will have current experience in financial advisory with a Level 4 Diploma and be committed to growing their client relationships. The position offers a base salary ranging from £50,000 to £90,000, plus uncapped OTE.

Qualifikationen

• Current experience as a Financial Adviser with Competent Adviser status.
• Motivated to attract and grow new client relationships.
• Desire to continue growing as an Adviser and embracing feedback.

Aufgaben

• Provide premium financial advisory service to clients.
• Grow client bank while maintaining service standards.
• Conduct in-depth reviews of clients’ financial circumstances.

Kenntnisse

Financial advisory service

Communication skills

Networking skills

Client relationship management

Ausbildung

Level 4 Diploma

Chartered status

Jobbeschreibung

The Company

This is an independent financial advisory firm (FCA regulated but not tied to one financial services supplier) that protects and grows its clients’ wealth. We build financial security and momentum that compounds over time.

Core Values

• Client First – we put the client first in everything we do
• Strong Work Ethic – we do what we say we will do
• Growth Oriented – we all want to develop and continually learn and improve

Working Pattern

The role operates on a hybrid basis, typically four days per week office‑based and one day working remotely (subject to business requirements and may change over time).

Key Responsibilities

• Provide a 5‑star, premium, whole of market, financial advisory service to clients.
• Grow your client bank while maintaining high standards of ongoing advice and service.
• Conduct in‑depth reviews of clients’ financial circumstances.
• Review and respond to clients’ changing needs with appropriate solutions.
• Proactively acquire and develop new client relationships through networking, referrals, and company enquiries.
• Maintain and develop a detailed knowledge of investments, pensions, and tax planning.

Qualifications

• Current experience as a Financial Adviser with Competent Adviser status. Level 4 Diploma (minimum); Chartered (desirable).
• Commercially minded, ambitious, and motivated to attract and grow new client relationships.
• Strong communication and networking skills.
• Alignment with our values, culture, and long‑term approach to advice.
• While an established client following is not a prerequisite, we welcome applicants who already have, or are developing, their own client bank.
• A desire to continue growing as an Adviser, committed to continual learning, developing technical knowledge, embracing feedback, and using technology to enhance client outcomes and efficiency.

Benefits

• Base salaries range from £50,000 to £90,000 depending on experience and qualifications, with realistic uncapped OTE between £70,000 and £110,000 (subject to starting salary).
• 30 days holiday + bank holidays + birthday off.
• Company pension, life insurance, employee discounts.
• Paid volunteer time and staff events.
• Free parking and on‑site facilities.
• Fantastic office in Roundhay, Leeds.