At a Glance
- Tasks: Deliver bespoke financial advice and manage a ready-made client portfolio.
- Company: Award-winning financial planning firm based in Leeds.
- Benefits: Competitive salary up to £65,000, tailored remuneration, and comprehensive benefits.
- Other info: Enjoy full administrative support and excellent career development opportunities.
- Why this job: Join a supportive team and grow your own client base with existing relationships.
- Qualifications: Minimum Level 4 Diploma qualified; strong knowledge of financial products required.
The predicted salary is between 51750 - 63250 £ per year.
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.
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 employer: Taylor James Professional Recruitment
Join a multiple award-winning firm of financial planners in Wigan, where you will be part of a highly experienced team dedicated to excellence in financial advice. With a lucrative bonus structure, generous holiday allowance, and a strong emphasis on employee growth through coaching and mentoring, this company fosters a supportive and dynamic work culture. Enjoy the unique advantage of home working and fully funded social events, making it an excellent employer for those seeking meaningful and rewarding employment.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
