Senior Wealth Advisor – High-Net-Worth Growth & Mentoring

Search Consultancy LTD; Leeds; On-site; GBP 40,000 - 70,000; Full time

Job summary

Search Consultancy Ltd is recruiting for an established wealth management practice in Yorkshire seeking an experienced Financial Adviser to support growth and rising client demand.

You will inherit and develop existing client relationships while actively growing your own portfolio, backed by paraplanning, administration support and a structured development programme within a high-performing team.

Qualifications

• Level 4 Diploma or higher (minimum).
• Existing Financial Adviser, Wealth Planner or Financial Planning Consultant.
• Strong relationship-building and client-facing skills.
• Motivated, professional and commercially minded.
• Committed to delivering high-quality financial advice.

Responsibilities

• Provide holistic financial planning advice to high-net-worth individuals and families.
• Manage and develop existing client relationships.
• Build a sustainable recurring income stream.
• Receive ongoing support from an experienced paraplanning and administration team.
• Benefit from structured professional development, mentoring and coaching.
• Join a high-performing practice with a strong presence across Yorkshire.

Skills

Relationship building

Client facing

Motivated

Professional

Commercial minded

Deliver high-quality advice

Education

Level 4 Diploma (minimum)

Job description

Search Consultancy Ltd is recruiting for an established wealth management practice in Yorkshire seeking an experienced Financial Adviser to support growth and rising client demand.

You will inherit and develop existing client relationships while actively growing your own portfolio, backed by paraplanning, administration support and a structured development programme within a high-performing team.