Hiring Now: Financial Advisor Near You – Apply Today!

Your Next Financial Advisor Job Starts Here – Apply Now!

Financial Advisor

Job Posted: 14 days ago

Salary: £ 60,000 - 70,000 / Annum
Job Type: Permanent
Location: Leeds, West Yorkshire

Expire in: 13 days

Job Description

Financial Advisor | North Leeds (LS17)| £60,000 - £70,000 DOE

____________________________________________________

The Opportunity

A fast-growing, Wealth Management firm looking for a Senior Wealth Adviser to join their private client team. You'll inherit a warm book of high-net-worth relationships, sit on investment committee discussions, and have a genuine path to equity partnership within 3 years.

What You'll Do

Manage and grow a portfolio of private clients (typical client AUM £500k-£10m+)
Deliver holistic financial planning: investment strategy, pensions, tax planning, estate and intergenerational wealth transfer
Work directly with an in-house paraplanning and investment team
Represent the firm at select client and industry events

What We're Looking For

Chartered status (or working towards) - CII Level 6 minimum
5+ years' track record advising private clients, ideally from an IFA, private bank, or wealth management background
A demonstrable track record of client retention and organic referral growth
Someone who treats compliance and suitability as second nature, not a burden
Genuine curiosity about markets, planning strategy, and client outcomes - not just product

What The Role Offers

Warm book, not cold desk - inherited relationships from day one, no prospecting quotas
Uncapped bonus structure tied to revenue generated and retained
Equity partnership track for advisers who hit senior milestones

Package

Base: highly competitive, benchmarked above market for chartered advisers
Bonus: uncapped, tied to client retention and revenue
Equity: partnership track after 3 years
Pension, private healthcare, 25+ days holiday, flexible hybrid workingSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Advisor job near me in Leeds, West Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!