Leeds Financial Advisor – Grow Your Client Portfolio

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

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.