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Financial Advisor

Posted: 16/03/26
Recruiter:Taylor James Professional Recruitment
Reference:3085438357
Type:Permanent
Salary:£45,000 - £60,000 Annual
Location:Leeds
Description:

Our client, an award winning firm of financial planners in Leeds are looking to appoint a Financial Advisor to join their experienced team on a permanent basis.

home working - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month)

Working closely with the senior advisers, duties and responsibilities will include:

The position:

  • Deliver high quality, bespoke advice & provide profitable, well researched recommendations
  • Manage an existing client base
  • Utilise leads in order to extend the existing client base & develop effective relationships
  • Full administrative & paraplanning support is provided

The Person:

  • Minimum Level 4 qualified; chartered status would be ideal
  • Excellent knowledge of all financial products, emphasis on Pension and Investment products would be ideal

Offering a basic starting salary of up to £60,000 (negotiable). Our client will look at providing the best remuneration package possible based on the quality & experience of the successful individual & this will be complemented by a fantastic benefits package.

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