Senior Financial Adviser Lead £30M AUM & Client Ownership in Leeds

Senior Financial Adviser Lead £30M AUM & Client Ownership in Leeds

Leeds Full-Time On-site
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TUDOR Financial Consultants, part of The Openwork Partnership, is seeking an experienced Financial Adviser to take over an existing client bank and continue servicing circa £30 million in funds under management.

You will advise on pensions, investments and ISAs, develop new business, and work with mortgage/protection advisers to deliver integrated financial planning. Emphasis on personal service and client continuity.

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Senior Financial Adviser Lead £30M AUM & Client Ownership in Leeds employer: Openwork Limited

At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. Located in Swindon, we offer a competitive benefits package, including a generous salary, bonus scheme, and flexible working arrangements, all within a supportive culture that values individuality and promotes work-life balance. Join us to be part of a team that is committed to continuous improvement and making a meaningful impact in the investment servicing sector.

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Contact Details:

Openwork Limited Recruitment Team