Financial Advisor | North Leeds (LS17)| £60,000 - £70,000 DOE ____________________________________________________ The Opportunity A fast-growing, Wealth Management firm looking for a Senior Wealth Adviser to join their private client team. You'll inherit a warm book of high-net-worth relationships, sit on investment committee discussions, and have a genuine path to equity partnership within 3 years. What You'll Do Manage and grow a portfolio of private clients (typical client AUM £500k-£10m+) Deliver holistic financial planning: investment strategy, pensions, tax planning, estate and intergenerational wealth transfer Work directly with an in-house paraplanning and investment team Represent the firm at select client and industry events What We're Looking For Chartered status (or working towards) - CII Level 6 minimum 5+ years' track record advising private clients, ideally from an IFA, private bank, or wealth management background A demonstrable track record of client retention and organic referral growth Someone who treats compliance and suitability as second nature, not a burden Genuine curiosity about markets, planning strategy, and client outcomes - not just product What The Role Offers Warm book, not cold desk - inherited relationships from day one, no prospecting quotas Uncapped bonus structure tied to revenue generated and retained Equity partnership track for advisers who hit senior milestones Package Base: highly competitive, benchmarked above market for chartered advisers Bonus: uncapped, tied to client retention and revenue Equity: partnership track after 3 years Pension, private healthcare, 25+ days holiday, flexible hybrid workingSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Financial Advisor in Shipley employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.
