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Financial Adviser, Leeds (TB-1280)

£35000 - £40000 + Bonus and Benefits

A long established and well regarded financial advisory organisation, with a solid reputation for providing clients with trusted long term advice, seek a financial adviser to join their Leeds office.

The Company are proud to provide independent and holistic advice to UK clients on a wide range of products that complement the clients' personal goals and objectives. This is a great opportunity for a financial adviser to develop their career within a large, supportive and well-established firm. 


  • Undertake frequent client meetings with existing and prospective clients
  • Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives
  • Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations
  • Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers
  • Generate a pipeline that is of sufficient level to meet planned business targets
  • In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner
  • Attending seminars and conferences

About You:

  • Hold the Level 4 Diploma in Financial Services
  • Experience working in a client facing role
  • Self-motivated and hungry to succeed
  • Professionalism, Gravitas and Integrity
  • Strong communication skills with clients, administration staff and management
  • IT Literate
  • Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas


  • Competitive Salary + bonuses
  • Continued support to develop professionally
  • Admin, Marketing and Lead Generation
Employment type: 
Employed (Full Time)
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