Independent Financial Advisor - #2179810

Financial Adviser – Leeds

Salary: £70,000 - £100,000

Benefits: Company discretionary bonus scheme, 35-hour working week (Monday to Friday, 9:00am to 5:00pm), 24 days annual leave (increasing to 26 days) plus 2 additional paid days for Christmas shutdown, Private healthcare (following qualifying period), Group income protection, Life assurance, Eye care scheme, Wellbeing programme, Bike to work scheme, Financial support for role-relevant professional qualifications

About the Company

A forward-thinking independent wealth management firm backed by significant institutional investment, recognised for delivering relationship-led, holistic advice. With multiple offices across the UK, the practice has established a strong market profile and central infrastructure. This structure gives advisers access to comprehensive technical support and a steady supply of qualified prospective clients.

Role Summary

If you are a motivated adviser looking to expand your client portfolio, this role offers direct access to a steady flow of high-calibre prospective clients. Substantial centralised marketing ensures consistent enquiries are directed straight to you. Supported by dedicated paraplanning and administrative specialists, you will have the operational freedom to focus entirely on advising rather than routine paperwork, all within an expanding firm that values forward-thinking professionals.

Key Responsibilities

• Deliver tailored, holistic financial planning strategies across pensions, investments, and protection, giving you full advisory autonomy and exposure to complex client scenarios.
• Capitalise on high-quality inbound referrals and centralised marketing leads, enabling you to build and expand a strong client base without relying on cold prospecting.
• Partner closely with established paraplanning and administrative specialists, freeing up your schedule to focus on high-value client engagement and strategic advisory work.
• Conduct comprehensive lifestyle financial reviews and ongoing consultations, allowing you to cultivate trusted, long-term client connections and strengthen your standing in the market.

Requirements

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), with progress towards or attainment of Chartered status highly regarded.
• Demonstrated track record of delivering regulated, holistic financial advice across investments, retirement planning, and protection.
• Strong interpersonal skills and commercial focus, giving you the ability to communicate technical recommendations with clarity and build lasting professional relationships.
• Sound working knowledge of FCA regulatory standards and compliance processes.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Wealth Planner, Chartered Financial Planner, Independent Financial Adviser, Wealth Management Consultant, Private Client Adviser

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.