An award-winning firm of Chartered Independent Financial Advisers who provide personal and tailored wealth management are looking to expand their team of Financial Advisers in their Leeds office.
Providing independent advice to high net worth individuals you will develop a book of clients to provide advice with an ability to identify planning opportunities and provide suitable recommendations to meet client needs.
You will be well supported by a team of experienced Paraplanners and Administrators in an inclusive environment that promotes teamwork at the core of its culture. This is a fantastic chance to join a national Financial Planning firm that has ambitious growth plans backed by strong strategy and processes.
What you need –
- Detailed knowledge of the FCA and financial services industry
- Chartered Financial Planner (or working towards)
- Excellent communication, interpersonal and listening skills
- Ability to work as part of a team in a values led company
- A full driving licence is preferred
Benefits
- Share scheme
- Company discretionary bonus scheme
- Flexible working
- 24 days annual leave (increasing to 26) plus two close down days over Christmas
- Company Pension scheme
- Full support with professional qualification