At a Glance
- Tasks: Provide premium financial advice and grow client relationships.
- Company: Independent financial advisory firm focused on client growth and security.
- Benefits: Competitive salary, generous holiday, pension, and employee discounts.
- Other info: Hybrid working model with opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Adviser with strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
The Company
This is an independent financial advisory firm (FCA regulated but not tied to one financial services supplier) that protects and grows its clients’ wealth.
We build financial security and momentum that compounds over time.
- Core Values
- Client First – we put the client first in everything we do
- Strong Work Ethic – we do what we say we will do
- Growth Oriented – we all want to develop and continually learn and improve
- Working Pattern
The role operates on a hybrid basis, typically four days per week office‑based and one day working remotely (subject to business requirements and may change over time).
Key Responsibilities
- Provide a 5‑star, premium, whole of market, financial advisory service to clients.
- Grow your client bank while maintaining high standards of ongoing advice and service.
- Conduct in‑depth reviews of clients’ financial circumstances.
- Review and respond to clients’ changing needs with appropriate solutions.
- Proactively acquire and develop new client relationships through networking, referrals, and company enquiries.
- Maintain and develop a detailed knowledge of investments, pensions, and tax planning.
Qualifications
- Current experience as a Financial Adviser with Competent Adviser status. Level 4 Diploma (minimum); Chartered (desirable).
- Commercially minded, ambitious, and motivated to attract and grow new client relationships.
- Strong communication and networking skills.
- Alignment with our values, culture, and long‑term approach to advice.
- While an established client following is not a prerequisite, we welcome applicants who already have, or are developing, their own client bank.
- A desire to continue growing as an Adviser, committed to continual learning, developing technical knowledge, embracing feedback, and using technology to enhance client outcomes and efficiency.
Benefits
- Base salaries range from £50,000 to £90,000 depending on experience and qualifications, with realistic uncapped OTE between £70,000 and £110,000 (subject to starting salary).
- 30 days holiday + bank holidays + birthday off.
- Company pension, life insurance, employee discounts.
- Paid volunteer time and staff events.
- Free parking and on‑site facilities.
- Fantastic office in Roundhay, Leeds.
- #J-18808-Ljbffr
Independent Financial Adviser in Leeds employer: Capability Consulting
As an independent financial advisory firm based in Roundhay, Leeds, we pride ourselves on a client-first approach and a strong work ethic that fosters a culture of growth and continuous learning. Our employees enjoy a competitive salary structure, generous holiday allowances, and unique benefits such as paid volunteer time and a vibrant office environment, making us an excellent employer for those seeking meaningful and rewarding careers in financial advising.
