UA-185291695-1 Financial Adviser, Jobs, 87

Financial Adviser

Financial Planner - Leeds, Yorkshire and the Humber

Ref: 87Monday 11 October 2021

£40,000 - £60,000

This is an Employed position with a basic salary and bonus

An Independent National IFA firm with offices in central Leeds are looking to hire an experienced Financial Adviser. You will be joining a team of 30 + Advisers who are servicing HNW clients and have over £1Billion AUM. Your role is to focus on building a book of business from the leads supplied, developing the relations and constructing the investment advice.   

The team are engaging with over 600 leads generated a month by the in-house marketing team and are looking for a Technical Adviser who has excellent knowledge of UK Investments and Pensions.

You will receive full Park planning and Administration support so you can focus on delivering quality advice.

On offer is an inclusive environment that promotes teamwork at the core of its culture.


The Opportunity

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?

Previous experience providing Financial Advise 

Level 4 Diploma qualified,

Excellent communication, both written and verbal, and attention to detail is essential to succeed

Ability to provide a first-class service

Job Synonyms: Wealth Management, Advisor, Financial Planner, Financial Planning, Adviser, IFA