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
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Capability Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Adviser in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Capability Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Capability Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Capability Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Capability Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Capability Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Capability Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
