Financial Advisor

6 months ago


Leeds, United Kingdom Clarity Wealth Limited Full time

**About us**

At Clarity Wealth Limited we believe in putting the client at the front of our advice process. This means we concentrate on holistic financial planning while being truly independent and directly authorised by the FCA. We have no contingent relationships with funds or providers and use metric-based research to ensure we provide client centric advice. This means as an adviser you can engage and service your clients knowing that you are providing a fantastic service.

As we are a relatively small company you will feel part of a growing and exciting team that will support you wherever necessary with all the tools, software and offices that you need. This will also mean you will need to have a certain amount of initiative and a growth mind set with a willingness to grow and adapt as the business develops and evolves.

We are also able to offer a very attractive payment and bonus scheme that ensures as you succeed you will be renumerated on an increasing scale with uncapped earning potential.

**Key Responsibilities**:

- Provide a 5 star premium whole of market service to clients
- Growing your client bank and developing new and existing relationships
- Continually driving improvement in the quality of advice and client files
- Conducting in-depth reviews of clients' financial circumstances
- Reviewing and responding to clients changing needs and financial circumstances
- Maintaining and developing a detailed knowledge of investments and pensions
- Acquiring new business, via personal business planning, self-generation and company lead generation programmes

**What’s needed for me to be considered?**
- Hold current experience as a financial adviser with competent adviser status
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified/ideally chartered
- Be highly motivated**,** and want to deal with new client leads regularly

NO RECRUITMENT AGENCIES PLEASE

**Job Types**: Full-time, Permanent

Pay: £50,000.00-£75,000.00 per year

**Benefits**:

- Company events
- Company pension
- Employee discount
- Life insurance
- Paid volunteer time
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Leeds: reliably commute or plan to relocate before starting work (required)

**Experience**:

- financial adviser: 2 years (required)

Work Location: In person

Reference ID: Experienced Financial Adviser May 24



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