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    Financial Advisor

    Finance
    Taylor James Professional Recruitment
    Yorkshire, Leeds
    Permanent
    Competitive
    Hybrid

    Job Description

    Our client, an award-winning firm of financial planners based in Leeds, is seeking to appoint an experienced Financial Advisor to join their established team on a permanent basis.

    This is an excellent opportunity offering a ready-made client bank , allowing you to immediately manage existing relationships while also providing significant scope to grow and develop your own portfolio.

    Working closely with senior advisers, your key responsibilities will include:

    The Role

    • 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 The Candidate

    • 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 Salary & Benefits

    A competitive basic salary of up to £65,000 (negotiable) is on offer. The overall remuneration package will be tailored to reflect the experience and calibre of the successful candidate, alongside a comprehensive and attractive benefits package.

    Posted on September 21, 2026

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