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Independent Financial Adviser

  • Salary: £45000 - £60000 per annum + Package
  • Location: Leeds, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    04 Dec 2020
  • Job reference: 34905

We have been retained by a chartered accountancy, tax and financial services business, to lead the search for a Financial Adviser to establish a Leeds branch for the business.

Our client offers an exceptional advice proposition with a quality-driven approach, which has seen the business grow substantially over the last few years; with ambitions of achieving £500M FUM within the coming 3-5 years.

You would be responsible for developing a profile in the region and networking to grow the opportunity for new client interaction, whilst taking control of an existing client portfolio. Your focus is on growing the advice opportunity, whilst providing your clients with an holistic, whole of market advice solution.

This is a unique time to join the business as they transition into the Leeds market, with this position being suited an individual who's frustrated with corporate hierarchy and perhaps limited in their options to grow professionally. The ideal candidate can therefore expect a structured career path to branch leadership, which will be driven and rewarded around individual success, in a meritocratic and supportive environment.

Key Responsibilities:

  • Provide holistic financial planning to prospective and existing clients
  • Compile accurate reports which reflect client requirements and meet internal business standards
  • Undertake regular fact-finding, presentations and service review meetings with clients
  • Maintain a quality, ethical and compliant approach to client interactions with a focus on positive client outcomes
  • Strive to recognise new business opportunities and grow the opportunity to network regionally
  • Generate a business pipeline level sufficient to meet your business targets
  • Ensure ongoing continuous professional development

Apply for immediate consideration.

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