Our client, an award-winning firm of financial planners based in Leeds, is seeking to appoint an experienced Financial Advisor to join their established team on a permanent basis.
This is an excellent opportunity offering a ready-made client bank, allowing you to immediately manage existing relationships while also providing significant scope to grow and develop your own portfolio.
Working closely with senior advisers, your key responsibilities will include:
The Role
- Deliver high-quality, bespoke financial advice supported by well-researched, profitable recommendations
- Manage and develop an existing client portfolio
- Utilise provided leads to expand your client base and build strong, lasting relationships
- Benefit from full administrative and paraplanning support
The Candidate
- Minimum Level 4 Diploma qualified (Chartered status desirable)
- Strong knowledge of financial planning products, particularly pensions and investments
- A client-focused approach with excellent communication and relationship-building skills
Salary & Benefits
A competitive basic salary of up to £65,000 (negotiable) is on offer. The overall remuneration package will be tailored to reflect the experience and calibre of the successful candidate, alongside a comprehensive and attractive benefits package.
Financial Advisor in Leeds employer: Taylor James Professional Recruitment Careers
Join an award-winning firm in Leeds that prioritises employee satisfaction and growth, offering a supportive environment for IFA Administrators. With an impressive retention rate, the company provides a competitive salary, generous holiday allowance, and full study support to help you advance your career in financial services. Experience a culture that values personal development and teamwork while enjoying the flexibility of home working.
Contact Details:
Taylor James Professional Recruitment Careers Recruitment Team
