Financial Advisor
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
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Deliver high-quality, bespoke financial advice supported by well-researched, profitable recommendations
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Manage and develop an existing client portfolio
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Utilise provided leads to expand your client base and build strong, lasting relationships
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Benefit from full administrative and paraplanning support The Candidate
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Minimum Level 4 Diploma qualified (Chartered status desirable)
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Strong knowledge of financial planning products, particularly pensions and investments
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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.
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