Financial Adviser, Leeds (TB-1280)

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. 

Responsibilities: 

• 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

Benefits: 

• Competitive Salary + bonuses
• Continued support to develop professionally
• Admin, Marketing and Lead Generation