Financial Advisor

Financial Advisor North Leeds (LS17) 60,000 - 70,000 DOE

The Opportunity

A fast-growing, Wealth Management firm looking for a Senior Wealth Adviser to join their private client team. You'll inherit a warm book of high-net-worth relationships, sit on investment committee discussions, and have a genuine path to equity partnership within 3 years.

What You'll Do

• Manage and grow a portfolio of private clients (typical client AUM 500k- 10m+)

• Deliver holistic financial planning: investment strategy, pensions, tax planning, estate and intergenerational wealth transfer

• Work directly with an in-house paraplanning and investment team

• Represent the firm at select client and industry events

What We're Looking For

• Chartered status (or working towards) - CII Level 6 minimum

• 5+ years' track record advising private clients, ideally from an IFA, private bank, or wealth management background

• A demonstrable track record of client retention and organic referral growth

• Someone who treats compliance and suitability as second nature, not a burden

• Genuine curiosity about markets, planning strategy, and client outcomes - not just product

What The Role Offers

• Warm book, not cold desk - inherited relationships from day one, no prospecting quotas

• Uncapped bonus structure tied to revenue generated and retained

• Equity partnership track for advisers who hit senior milestones

Package

• Base: highly competitive, benchmarked above market for chartered advisers

• Bonus: uncapped, tied to client retention and revenue

• Equity: partnership track after 3 years

• Pension, private healthcare, 25+ days holiday, flexible hybrid working Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.