Senior Financial Adviser: Takeover & Growth (AUM £30m) in Leeds

Senior Financial Adviser: Takeover & Growth (AUM £30m) in Leeds

Leeds Full-Time On-site
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TUDOR Financial Consultants is seeking an experienced Financial Adviser to take over an established client bank from a retiring adviser. The role covers ongoing advice for clients with around £30 million in funds under management and efforts to grow pensions and investments for the business.

There are employed and self-employed arrangements available, with paraplanning and admin support to enable smooth servicing.

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Senior Financial Adviser: Takeover & Growth (AUM £30m) in Leeds employer: Openwork

The Openwork Partnership is an exceptional employer, offering a supportive and inclusive work culture that prioritises personal and professional growth. With a competitive benefits package, including a generous pension scheme and flexible working options, employees are empowered to balance their careers with personal commitments. Located in Swindon, this part-time Board and Governance PA role provides a unique opportunity to contribute to a dynamic team while enjoying the advantages of a company recognised as one of the Best 100 Large Companies to work for in 2022.

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Contact Details:

Openwork Recruitment Team