At a Glance
- Tasks: Provide premium financial advice and grow client relationships.
- Company: Independent financial advisory firm focused on client success.
- Benefits: Competitive salary, generous holiday, pension, and employee perks.
- Other info: Hybrid working model with opportunities for professional development.
- Why this job: Join a growth-oriented 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 50000 - 90000 £ 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.
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 advice.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser in Leeds
✨Tip Number 1
Network like a pro! Attend industry events, join financial forums, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! Create content or share insights related to financial advising on social media. This not only showcases your knowledge but also helps you stand out to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We want you to feel confident and ready to demonstrate how you can provide that 5-star service they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Independent Financial Adviser in Leeds
Some tips for your application 🫡
Showcase Your Experience:Make sure to highlight your current experience as a Financial Adviser. We want to see how you've achieved Competent Adviser status and any relevant qualifications you hold, like your Level 4 Diploma or Chartered status.
Align with Our Values:We’re all about putting the client first and having a strong work ethic. In your application, share examples of how you embody these values in your work. It’ll show us you’re a great fit for our culture!
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Make sure to communicate your skills and experiences without fluff!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Capability Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax planning. The company values a strong understanding of these areas, so be prepared to discuss how you've applied this knowledge in your previous roles.
✨Client-Centric Mindset
Since the firm puts clients first, think of examples where you've gone above and beyond for clients. Be ready to share stories that highlight your commitment to providing a premium advisory service and how you’ve adapted to meet their changing needs.
✨Show Your Growth Ambition
This role is all about growth, both for the clients and yourself. Prepare to talk about your career aspirations and how you plan to develop as an adviser. Mention any recent training or learning experiences that demonstrate your commitment to continual improvement.
✨Networking Know-How
As building client relationships is key, think about your networking strategies. Be ready to discuss how you've successfully acquired new clients in the past and how you plan to leverage networking opportunities in this role.
