Financial Advisor

Financial Advisor – Exciting Opportunity with a Fast-Growing Wealth Management Firm

Are you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.

Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join their collaborative team. With offices across the UK, they are continuing to expand and bolster their footprint, with current focus on recruiting in London and Leeds and the surrounding regions.

What makes this Financial Advisor role different?

You won't be spending your time cold-calling or chasing leads. Instead, you'll benefit from a dedicated lead generation team who qualify prospects before they reach your diary. Recent advisors in their team have hit their annual targets within months due to the volume and quality of opportunities available.

You'll work within a truly collaborative environment where senior practitioners share knowledge freely, and support teams (including Paraplanners and Client Relationship Managers) handle the administrative burden, allowing you to focus on what you do best – building relationships and delivering exceptional advice.

Key responsibilities include:

• Managing your own client relationships and delivering holistic, compliant financial advice
• Conducting comprehensive reviews and creating tailored strategies across pensions, investments, and protection
• Converting warm leads into long-term client relationships
• Working towards agreed performance targets with full support

Financial Advisor Requirements

• Essential: Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards Chartered is desirable)
• Essential: Experience delivering holistic financial advice in a planning-led environment
• Essential: Strong understanding of FCA regulatory requirements
• Desirable: Track record of building and maintaining client relationships

The Company

Our client is an award-winning financial planning firm with a reputation for putting clients first and investing heavily in their people. Following recent investment, they're executing an ambitious growth strategy whilst maintaining their collaborative, supportive culture. They operate a salaried model with performance bonuses, and all advisors have the opportunity to participate in equity ownership.

Financial Advisor Benefits

• Competitive salary based on experience
• Discretionary performance bonus scheme
• Private healthcare (after qualifying period)
• Group income protection and life assurance
• 24 days holiday rising to 26, plus 2 additional days at Christmas
• Support with professional qualifications including Chartered status
• Wellbeing programme, eye care scheme, and cycle to work scheme

Location

This Financial Advisor opportunity is open to candidates based in or around Leeds or London. Flexible working arrangements are available, though regular client meetings and team collaboration are part of the role.

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