Independent Financial Adviser | High Net Worth, Flexible

RecruitUK; Leeds; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Competitive salary up to £40k

Excellent bonuses and benefits

Flex working - office/home based

Full exam training towards Chartered status

Opportunity to deal with High Net Worth Clients

Job summary

A leading recruitment firm in the UK is seeking an Independent Financial Adviser to join a well-established financial advice firm in Leeds. The role offers a competitive salary up to £40k with excellent bonuses, alongside opportunities for professional development including full exam training towards level 6 Chartered status. Successful candidates will be level 4 diploma qualified, capable of managing client relationships, and delivering high-quality financial advice. Flexibility in working arrangements is also a significant advantage.

Qualifications

• Level 4 diploma qualified professional is required.
• Ability to communicate advice practices clearly and effectively.
• Strong understanding of holistic financial planning strategies.

Responsibilities

• Deliver financial planning and wealth management advice.
• Establish and manage long-lasting client relationships.
• Work alongside Paraplanners and Compliance teams.

Skills

Ability to work under pressure

Effective communication skills

Technical knowledge of financial planning

Education

Diploma (Dip PFS) or equivalent

Job description

A leading recruitment firm in the UK is seeking an Independent Financial Adviser to join a well-established financial advice firm in Leeds. The role offers a competitive salary up to £40k with excellent bonuses, alongside opportunities for professional development including full exam training towards level 6 Chartered status. Successful candidates will be level 4 diploma qualified, capable of managing client relationships, and delivering high-quality financial advice. Flexibility in working arrangements is also a significant advantage.