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Financial Adviser

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Location

LEEDS

Salary Competitive
TypePermanent
WorkplaceOn-Site
Ref88445

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:

  • Deliver tailored financial advice across pensions, investments, protection, and retirement planning

  • Build and maintain strong client relationships through regular reviews and proactive communication

  • Prepare suitability reports and ensure compliance with FCA regulations

  • Keep up-to-date with financial markets and product developments

  • Work collaboratively with paraplanners and administration support

Requirements:

  • Diploma or higher-level financial planning qualification (DipFA, Cert CII or equivalent)

  • FCA registration or ability to register

  • Strong communication and interpersonal skills

  • Proven experience in financial advice or a related role

  • Client-focused with excellent organisational skills

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