LEEDS
Financial Adviser
Location: Leeds
Salary: Competitive – DOEt
About the Role:
We are seeking a motivated and client-focused Financial Adviser to join our growing team. You will provide expert advice and financial planning services to a diverse portfolio of clients, helping them achieve their financial goals.
Key Responsibilities:
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Deliver tailored financial advice across pensions, investments, protection, and retirement planning
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Build and maintain strong client relationships through regular reviews and proactive communication
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Prepare suitability reports and ensure compliance with FCA regulations
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Keep up-to-date with financial markets and product developments
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Work collaboratively with paraplanners and administration support
Requirements:
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Diploma or higher-level financial planning qualification (DipFA, Cert CII or equivalent)
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FCA registration or ability to register
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Strong communication and interpersonal skills
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Proven experience in financial advice or a related role
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Client-focused with excellent organisational skills