Financial Advisor in Leeds

Financial Advisor – Exciting Opportunity with a Fast-Growing Wealth Management Firm
Are you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.
Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join their collaborative team. With offices across the UK, they are continuing to expand and bolster their footprint, with current focus on recruiting in London and Leeds and the surrounding regions.
What makes this Financial Advisor role different?
You won't be spending your time cold-calling or chasing leads. Instead, you'll benefit from a dedicated lead generation team who qualify prospects before they reach your diary. Recent advisors in their team have hit their annual targets within months due to the volume and quality of opportunities available.
You'll work within a truly collaborative environment where senior practitioners share knowledge freely, and support teams (including Paraplanners and Client Relationship Managers) handle the administrative burden, allowing you to focus on what you do best – building relationships and delivering exceptional advice.
Key responsibilities include:
Managing your own client relationships and delivering holistic, compliant financial advice
Conducting comprehensive reviews and creating tailored strategies across pensions, investments, and protection
Converting warm leads into long-term client relationships
Working towards agreed performance targets with full support
Financial Advisor Requirements
Essential: Level 4 Diploma in Regulated Financial Planning ( Chartered status or working towards Chartered is desirable)
Essential: ...