Financial Adviser

3 weeks ago

Leeds, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Leeds
£38500
24/05/2023
NJR13468

DESCRIPTION

Independent Financial Adviser
Location: Leeds

**Salary**: £38,500

NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre.

We are looking to speak to experienced Advisors who have delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting, although those with experience within a restricted environment would be welcomed.

The role includes generating new business as well as maintaining a small bank of provided clients, producing reports using the company templates and ensuring the company works to regulatory standards.

Key Responsibilities you will be responsible for:
" The primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service
" Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships
" Increase income for the business by converting new leads and business opportunities
" Maintain a high profile for both self and the firm in the local business and professional sectors by way of planned and focused networking
" Consistently comply with legislative, financial, procedural, and quality requirements
" Maintain a proactive and positive working environment

What we need from you:
" Proven experience in a client facing Wealth Management or Financial Planning role
" Previous experience providing independent advice on Whole of Market products including Investments and Pensions
" At least hold a Level 4 diploma in Financial Services ideally working towards Chartered status
" A passion for generating new business and maintaining professional relationships
" Consistent ability to develop and forge successful business relationships within the wealth management and financial planning arena
" Ability to operate within a complaint framework and adhere to corporate and regulatory quality standards
" Strong communication and presentation skills with the ability to plan and prioritise workloads
" Attention to detail
" A high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena
" Strong product, market, and technical knowledge.
" IT literate (Microsoft Office, etc)

For more information, please contact one of our specialist consultants on 0161 834 4747.

  • Financial Adviser

    2 weeks 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

    3 weeks 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

    5 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to experienced Advisors who have delivered face to face advice on a variety of financial products,...

  • Financial Adviser

    7 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Posted on** **Reference** **Benefits** Leeds 20/11/2023 NJR14309 Salary DOE DESCRIPTION Independent Financial Adviser Location : Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    6 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £38500 14/02/2023 NJR13468 DESCRIPTION Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    5 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Posted on** **Reference** **Benefits** Leeds 22/11/2023 NJR14309 Salary DOE DESCRIPTION Independent Financial Adviser Location : Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    5 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £38500 15/02/2023 NJR13468 DESCRIPTION Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    3 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Posted on** **Reference** **Benefits** *** Leeds 16/02/2024 NJR14309 Salary DOE DESCRIPTION Independent Financial Adviser Location : Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    3 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Posted on** **Reference** **Benefits** Leeds 04/08/2023 NJR13468 Salary DOE DESCRIPTION Independent Financial Adviser Location: Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    3 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Posted on** **Reference** **Benefits** Leeds 24/11/2023 NJR14309 Salary DOE DESCRIPTION Independent Financial Adviser Location : Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    3 days ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £38500 17/02/2023 NJR13468 DESCRIPTION Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    4 weeks ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £38500 20/02/2023 NJR13468 DESCRIPTION Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Financial Adviser

    4 weeks ago

    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Posted on** **Reference** **Benefits** Leeds 27/11/2023 NJR14309 Salary DOE DESCRIPTION Independent Financial Adviser Location : Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...

  • Independent Financial Adviser

    2 weeks ago

    Leeds, Leeds, United Kingdom MI Search Ltd Full time

    This respected national IFA firm is currently seeking an experienced financial adviser to join its team in Leeds. In this role you will be provided with a substantial client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but...

  • Trainee Financial Adviser

    3 weeks ago

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

    My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...

  • Trainee Financial Adviser

    2 weeks ago

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

    My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with...

  • Trainee Financial Adviser

    2 weeks ago

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

    My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with...

  • Trainee Financial Adviser

    3 weeks ago

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

    My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...

  • Trainee Financial Adviser

    4 weeks ago

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

    My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...

  • Independent Financial Adviser

    7 days ago

    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...