Independent Financial Advisor

7 months ago


Leeds, United Kingdom Finlink Ltd Full time

Are you looking for a new opportunity to grow your career in the finance industry? Look no further We are working with a well-established firm of Financial Consultants based in Leeds, and we have an excellent opening for a new Adviser to join the team.

If you are passionate about providing financial advice in pensions, investments, and tax planning, this could be the perfect role for you

As an Adviser, you will play a crucial role in maintaining the existing client relationships while also focusing on developing the book of business and increasing income.
They will provide all the leads and referrals you need to hit the ground running. Say goodbye to the stress of constantly searching for new clients You will have the opportunity to explore potential new business from the existing client base, allowing you to increase your ongoing adviser income and contribute to the growth of the firm.

This business value proactive individuals who are driven to achieve success. You will have individual revenue targets to meet, and you will be supported every step of the way to ensure you reach your full potential. With a focus on maintaining client relationships, developing business, and adhering to the highest professional standards, you will have the chance to grow your career and contribute to the success of the firm.
- Competitive salary of up to £55,000, depending on experience
- Ability to earn additional income, based on performance and quality metrics via uncapped quarterly bonus - expectation is that this can equate to an 50% of basic salary.
- 25 days holiday plus bank holidays
- Employer pension contribution paid by salary sacrifice.
- Death in service Cover
- Sickpay arrangements

**Salary**: £40,000.00-£55,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Life insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Application question(s):

- Do you hold your level 4 Diploma in regulated financial planning?

Work Location: In person

Reference ID: 13084203847



  • Leeds, United Kingdom Lazenbys Financial Services Full time

    **Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...


  • Leeds, Leeds, United Kingdom NJR Recruitment Full time

    NJR Recruitment Opportunity: We are currently seeking a highly qualified Established Independent Advisor to join our team of experienced professionals. This is an exciting opportunity for someone with a passion for providing independent advice on financial products, including Pensions and Investments. As an Established Independent Advisor, you will be...


  • Leeds, United Kingdom NJR Recruitment Full time

    NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team based from their Leeds Office. With a full client base to service, this role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and...


  • Leeds, United Kingdom NJR Recruitment Full time

    NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team based from their Leeds Office. With a full client base to service, this role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and...


  • Leeds, United Kingdom NJR Recruitment Full time

    Job Description NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team based from their Leeds Office. With a full client base to service, this role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products,...


  • Leeds, United Kingdom NJR Recruitment Full time

    Financial Advisor Location : Leeds City Centre - Hybrid Working Employed Role with Bonus! NJR now have an excellent opportunity for an ambitious individual to join a highly successful and reputable Wealth Management firm based in Leeds City Centre The role requires an individual who has the ability to work within a fast-paced environment, create strong...


  • Leeds, United Kingdom NJR Recruitment Full time

    **Financial Advisor** **Location : Leeds City Centre - Hybrid Working** **Employed Role with Bonus!** NJR now have an excellent opportunity for an ambitious individual to join a highly successful and reputable Wealth Management firm based in Leeds City Centre The role requires an individual who has the ability to work within a fast-paced environment,...


  • leeds, west yorkshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team based from their Leeds Office. With a full client base to service, this role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and...


  • leeds, west yorkshire, United Kingdom NJR Recruitment Full time

    Job Description NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team based from their Leeds Office. With a full client base to service, this role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products,...

  • Financial Advisor

    2 weeks ago


    Leeds, United Kingdom IPS Group Full time

    We are seeking a skilled Financial Advisor to join our team at IPS Group in Leeds city centre. This role offers the opportunity to work with industry clients, providing accounting services for partnerships and LLPs.As a Financial Advisor, you will have the chance to develop your skills in financial management, ensuring that our clients meet their financial...


  • Leeds, United Kingdom NJR Recruitment Full time

    Job Description NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team based from their Leeds Office. With a full client base to service, this role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products,...


  • Leeds, United Kingdom Switch Advisor Ltd Full time

    We are seeking a motivated and customer-focused individual to join our team as a Customer Service Advisor. As a pivotal member of our organization, you will be responsible for ensuring exceptional customer experiences through efficient communication and problem-solving skills. **Responsibilities**: - Provide exceptional customer service to clients via...


  • Leeds, Leeds, United Kingdom NJR Recruitment Full time

    NJR Recruitment is working with a reputable firm of Independent Financial Planners in Leeds to find a talented Financial Advisor to join their team.This is a fantastic opportunity for an experienced advisor to expand their knowledge and skills in a fast-paced environment.The successful candidate will have a solid background in delivering face-to-face advice...


  • Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    Pursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...

  • Financial Advisor

    1 day ago


    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Job OverviewLime Search & Select Ltd is seeking a skilled Financial Advisor to join our team in Leeds. As a leading Independent Financial Advisory firm, we provide sound financial advice to both businesses and individuals.Key ResponsibilitiesMonitor business accounts, including sales and purchases day books, and chase outstanding commissions.Assist the...


  • Leeds, United Kingdom Switch Advisor Ltd Full time

    We are seeking a motivated and detail-oriented individual to join our team as a Customer Service Advisor. In this role, you will work closely with the sales and marketing teams to support various initiatives, contributing to the overall success of the company. **Duties**: - Building and maintaining strong, long-lasting customer relationships - Handling...


  • Leeds, Leeds, United Kingdom German Villarreal, Financial Advisor Full time

    Role Overview:Greek Villarreal Financial Advisor, a leading recruitment agency, is hiring a skilled Boiler Engineer to work on a temporary contract basis in Hackney, East London.The ideal candidate will have extensive experience in performing various tasks, such as:Conducting breakdown repairsReplacing or installing boilers and their componentsDiagnosing...


  • Leeds, United Kingdom Finlink Ltd Full time

    This role is for you if you are a Financial adviser with at least 2 years’ experience of providing advice, where you are looking to join an established business where you can make the most out of leads, referrals, and receive support from the business to allow you to hit the ground running. You will also command a generous salary with the opportunity to...

  • Financial Advisor

    6 months ago


    Leeds, United Kingdom Golf Growth Group Full time

    Financial Advisor at Fairway Wealth Partners Position: Financial Advisor Location: United Kingdom **Salary**: £70,000 basic + Commission & Bonuses Company: Fairway Wealth Partners Fairway Wealth Partners is a distinguished company seeking to expand our team with a Financial Advisor who shares our passion for golf and finance. As innovators in financial...


  • Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    A Challenging and Rewarding Career OpportunityWe are currently seeking a highly skilled Senior Mortgage Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to clients across the UK, working on a self-employed basis.The ideal candidate will possess...