Independent Financial Adviser

3 months ago


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 earn an uncapped quarterly bonus.

**The Business**

The business is a small to medium well established Financial Advisory practice in the middle of Leeds with a large focus on making things as simple and convenient as possible for their clients. They are looking to expand their team to make sure their existing clients are looked after properly, in addition to adding new ones.

**The Role**

As a Financial Advisor at this business, you will be focused on providing advice to your clients and will be well supported from a support team including paraplanners and administrators. You will help build and maintain strong relationships with your business partners as well as be able to identify and contact potential new clients.

**Benefits**
- Salary - up to £75,000 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
- Sick pay

**Salary**: £40,000.00-£70,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Application question(s):

- Do you have 2 years experience as a Financial Advisor?

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, United Kingdom TFAS Wealth Ltd Full time

    At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. We are...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Join Our Team as a Financial AdviserWe are seeking a skilled Financial Adviser to take over a significant portion of our client's existing book of business. As a key member of our team, you will work closely with our Partner to provide exceptional client service and support.About the Role:Manage a portfolio of existing clients, providing holistic financial...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Join Our Team as a Financial AdviserWe are seeking a skilled Financial Adviser to take over a significant portion of our client's existing book of business. As a key member of our team, you will work closely with our Partner to provide exceptional client service and support.About the Role:Manage a portfolio of existing clients, providing holistic financial...

  • Financial Adviser

    3 months ago


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

    My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds...

  • Financial Adviser

    4 months ago


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

    My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their existing client base.The ideal candidate will have a Level 4 diploma in Financial Advice and at least one year's experience in a Private...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their existing client base.The ideal candidate will have a Level 4 diploma in Financial Advice and at least one year's experience in a Private...


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

    My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance. My client is currently going through a company restructure due...


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

    My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.My client is currently going through a company restructure due to...


  • Leeds, United Kingdom Clayton Davies Full time

    Job Description: Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified. The role will...


  • Leeds, United Kingdom Clayton Davies Full time

    Job Description:Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified.The role will involve...


  • Leeds, United Kingdom Clayton Davies Full time

    Job Description:Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified.The role will involve...


  • Leeds, United Kingdom Clayton Davies Full time

    Job Description:Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified.The role will involve...


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

    My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds...


  • Leeds, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...