Independent Financial Adviser in Leeds

Overview

My client is a forward-thinking wealth management and financial planning firm, committed to delivering tailored advice and long-term value to clients. Their ethos is built on trust, innovation, and growth. As they expand, they seeking an Independent Financial Planner who thrives on building relationships, driving business development, and offering sound, holistic financial support.

Responsibilities

• Lead business development: Identify opportunities, cultivate new client relationships, and grow your own portfolio.
• Deliver exceptional client support: Provide comprehensive financial planning advice across investments, pensions, protection, and estate planning.
• Shape strategy: Contribute to the firm’s growth by leveraging your expertise in both client servicing and business generation.
• Ensure compliance: Operate within FCA guidelines, maintaining the highest standards of professionalism and integrity.

Requirements

• Level 4 (minimum) qualified, with progression toward Level 6 or Chartered status preferred.
• Proven track record in financial planning and business development.
• Strong relationship management skills with the ability to inspire trust and confidence.
• Entrepreneurial mindset with the drive to build and grow a client base.
• Excellent communication skills.