Job Description Financial Adviser — Established Wealth Management Practice This is a fantastic opportunity to join one of Yorkshire's most established adviser-led wealth management practices — a business that has grown to £500 million AUM by doing things properly: face-to-face, client-first, holistic financial planning. With the principal advisers now looking after a range of mass affluent and HNW customers, the practice is ready to bring in an ambitious adviser who can take on established client relationships from day one. Full administration and paraplanning support, so your time is spent advising, not processing Hands-on mentoring from the two business principals, plus dedicated support from a Business Development Manager A genuinely holistic proposition — clients are advised across investments, retirement, protection, intergenerational wealth and corporate planning A quality client base: high-net-worth private clients, business owners, company directors and senior corporate executives Salary £50,000 – £60,000 + Bonus Full back-office, paraplanning and BD support
Financial Advisor (Investments / Pensions) in Leeds employer: Ortus PSR
This well-established national Financial Planning firm offers an exceptional opportunity for a Financial Planner in Sevenoaks, where you'll inherit a £100 million client book and enjoy a competitive salary with significant earning potential. The company fosters a supportive work culture that prioritises personal relationships with clients, ensuring continuity of care while providing robust professional development and resources to help you thrive in your role. With a hybrid working model and a commitment to understanding each client's unique story, this firm stands out as an excellent employer for those seeking meaningful and rewarding employment.
