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For Companies At a Glance
- Tasks: Manage client portfolios and provide ongoing financial advice.
- Company: Join a respected wealth management practice in Leeds with a supportive culture.
- Benefits: Enjoy a competitive salary, bonuses, and full administrative support.
- Why this job: Perfect for ambitious advisers seeking stability and professional growth.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Self-employed options available; excellent office location and mentorship opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Are you a qualified Level 4 Financial Adviser looking to join a reputable, supportive firm with a ready-made client bank and full administrative support?
NJR Recruitment is partnering with a highly respected wealth management practice in Leeds, currently seeking an Employed Financial Adviser to manage an established portfolio and grow new relationships. This is an excellent opportunity for both experienced advisers and ambitious junior professionals looking to take the next step in their career.
Why This Role?
- Employed position - enjoy the stability of a salary and bonus structure
- Full client bank provided - inherit long-standing, loyal clients from day one
- Administrative & paraplanning support - focus on giving advice, not chasing paperwork
- Work with a well-established practice that values personal service and professional development
What You’ll Do:
- Manage a portfolio of existing clients with ongoing financial advice and reviews
- Build new relationships and attract new business through referrals and networking
- Provide holistic advice on pensions, investments, protection, and tax planning
- Maintain accurate and compliant client records and reports
- Contribute to the practice’s growth and reputation
What We’re Looking For:
- Minimum Level 4 Diploma in Financial Planning (DipPFS or equivalent)
- Either currently advising or ready to step up into a client-facing advisory role
- Professional, ethical, and highly personable approach to client service
- Strong communication and relationship-building skills
What’s on Offer:
- Competitive basic salary + bonus
- Self Employed options will also be considered
- Full client bank and structured onboarding
- Career development and mentorship opportunities
- Excellent office location in Leeds
- Supportive, friendly team culture
Interested in learning more? Apply today or reach out to NJR Recruitment for a confidential chat quoting NJR15840.
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as advisers. Attend local finance-related events or seminars in Leeds to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific client base that the firm serves. Understanding their needs and preferences can help you tailor your approach when discussing your potential fit for the role.
✨Tip Number 3
Prepare to discuss your previous experience in managing client relationships and how you can leverage the existing client bank. Highlight any successful strategies you've used to grow client portfolios.
✨Tip Number 4
Showcase your commitment to professional development by mentioning any additional qualifications or training you are pursuing. This demonstrates your dedication to staying current in the financial advisory field.
We think you need these skills to ace Employed Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience. Emphasise your client management skills and any successful relationships you've built in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention why you are interested in this specific role and how your skills align with the company's values of personal service and professional development.
Highlight Relevant Experience: In your application, focus on your experience with pensions, investments, protection, and tax planning. Provide examples of how you've successfully managed client portfolios and contributed to business growth.
Showcase Soft Skills: Since strong communication and relationship-building skills are crucial for this role, include examples of how you've effectively communicated with clients and built lasting relationships in your previous positions.
How to prepare for a job interview at NJR Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, such as pensions, investments, and tax planning. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained client relationships in the past. Highlight your communication skills and your ability to provide personalised service, as these are crucial for success in this role.
✨Research the Company
Familiarise yourself with the wealth management practice you're interviewing with. Understand their values, services, and client base. This will allow you to tailor your responses and show genuine interest in the firm.
✨Prepare Questions to Ask
Think of insightful questions to ask during the interview. Inquire about the firm's approach to client management, support structures, and opportunities for professional development. This shows your enthusiasm and helps you assess if the company is the right fit for you.
