Employed Financial Adviser
4 days ago
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 offices. You will be responsible for working with clients to provideIndependent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual clients. This will mainly be a field basedrole and will include face to face contact with HNW client in excess of £250,000 in value.
We are seeking those who have a minimum of 2-5 years experience working in a Regulated Financial Advisory position, ideally you will come from working with an IFA firm rather than from the Banking side, although willing to consider someone who has experienceof both. You MUST be fully qualified to provide Advice to clients in a fully regulated environment (Full Certificate in Financial Planning / Diploma Qualified FPC, CII Diploma etc). You will be being handed part of the Sales Director's book, so you will begiven a handful of key clients to work with from day one, it would be beneficial if you can bring some of your own clients with you as well, however this is not necessarily needed for the right person.
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Employed Financial Adviser
7 months ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Self Employed Financial Adviser
7 months ago
Leeds, United Kingdom NJR Recruitment Full timeNJR Recruitment are delighted to be recruiting for one of the UK's leading tech based Independent Wealth Management firms, who are looking to grow and expand their team with Self Employed Advisers who can provide quality financial advice on a full range of pensions, investments, estate planning and protection products With links to first class introducers...
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Self Employed Financial Adviser
7 months ago
Leeds, United Kingdom NJR Recruitment Full timeNJR Recruitment are delighted to be recruiting for one of the UK's leading tech based Independent Wealth Management firms, who are looking to grow and expand their team with Self Employed Advisers who can provide quality financial advice on a full range of pensions, investments, estate planning and protection products With links to first class introducers...
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Independent Financial Adviser
7 months ago
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...
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Self-Employed Financial Services Role
2 weeks ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeWe are a values-led business seeking a motivated Mortgage & Protection Adviser to join our team on a self-employed basis. As a Four Nations Mortgages adviser, you will provide expert guidance to clients across the UK, helping them achieve their financial goals.Your key responsibilities will include:Delivering exceptional customer experiences through tailored...
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Quilter Full-Time Financial Adviser Programme
7 months ago
Leeds, United Kingdom Quilter Financial Planning Full timeQuilter 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...
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Chartered Financial Planner
2 months ago
Leeds, United Kingdom Financial Divisions Full timeOutstanding opportunity for a driven and entrepreneurial Financial AdviserChartered IFA Firm - Offices in City of LondonSelf-employed role with a financial draw/support for 12 - 18 monthsDo you have a pipeline of business? c.£20m - £25m AUM who will follow you now or after restricted covenants IFA, restricted or banking backgrounds are welcomedUncapped...
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Mortgage and Protection Adviser
7 months ago
Leeds, United Kingdom Mortgage and Protection Adviser Full time** THERE IS NO NEED TO NETWORK IN THIS ROLE AS WE HOLD AN EXCLUSIVE RELATIONSHIP WITH A LEADING ESTATE AGENT AND OTHER SOURCES LEADING TO A DAILY FLOW OF LEADS** An exciting opportunity has arisen for a position as self-employed mortgage advisor within our forward thinking and energetic company. We are an independent brokerage in North Leeds which prides...
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Financial Adviser
2 days ago
Leeds, United Kingdom Tenet Full time**£45,000-£60,000 p.a. DOE with an OTE up to £120,000 through an _uncapped_ performance-based bonus scheme** **Leeds City Centre.** Are you looking for an employed financial advice role, with the flexibility of a mixture of home and office-based work, and a solid flow of leads provided, allowing you to focus on giving advice and servicing clients’...
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Leeds, United Kingdom Appcastenterprise Full timeJust Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group.**With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and **Self-employed...
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Leeds, United Kingdom Just Mortgages Full timeJust Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group.**With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and **Self-employed...
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Independent Financial Adviser
5 days ago
Leeds, United Kingdom Goldstone Laine Limited Full timePosition available for a Financial Adviser to join an excellent Financial Services company, to service and grow an existing client book. Based from their city office in Leeds. This is an opportunity for an adviser who is professional, articulate and holds Level 4 Diploma / current or recent CAS. The company invests heavily in client generation and...
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Financial Adviser
6 days ago
Leeds, United Kingdom Recruit UK Full time**Job Title**: Financial Adviser **Industry**:Financial Services **Location**:Leeds **Salary**:£50,000 - £70,000 **Ref No**:15728 **Job Description: Financial Adviser **Recruit UK are working on an excellent opportunity for a Financial Adviser in Leeds to join a well established Wealth and Employee Benefits Advice company. **What’s in it for you:...
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Career Opportunity as Financial Planner
2 weeks ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeJob Description:Quilter Financial Planning is seeking a skilled and ambitious individual to join our team as a financial planner. In this role, you will be responsible for providing expert advice to clients on their financial planning needs.Key Responsibilities:Generating new client opportunities to grow your businessEnsuring clients make wise and profitable...
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Financial Adviser
6 days ago
Leeds, United Kingdom Recruit UK Full time**Job Title**: Financial Adviser **Industry**:Financial Services **Location**:Leeds **Salary**:£50,000 - £55,000 **Ref No**:16139 **Job Description: Financial Adviser **Recruit UK are working on an excellent opportunity for a Financial Adviser in Yorkshire to join a well established Financial Planning and Private Client Investment Management...
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Employed Financial Advisor
5 days ago
Leeds, United Kingdom Templegate Full time**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Employed Financial Advisor **Location**: Leeds **Salary**: £40,000 Upwards (depending on experience and qualifications) **About the Company**: You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment...
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Financial Adviser/Trainee Financial Adviser
5 days ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob OverviewHeat Recruitment is seeking a highly skilled Financial Adviser/Trainee Financial Adviser to join their team. This role presents an excellent opportunity for individuals looking to build a successful career in the financial industry.Key ResponsibilitiesConduct thorough research on various financial products, including pensions, investments,...
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Financial Adviser
7 days ago
Leeds, United Kingdom NJR Recruitment Full timeIndependent Financial Adviser Leeds 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 This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent...
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Trainee Financial Adviser
5 days ago
Leeds, United Kingdom Tenet Full timeInitial Salary: £22,000 - £23,000 OTE £30,000 (will increase on graduation from the programme) Location: Leeds City Centre Hours: Monday to Friday, 9am - 5.30pm (4pm finish on a Friday) An excellent opportunity has arisen for a Trainee Financial Adviser to join an expanding firm of Financial Advisers based in Leeds City Centre. The firm is a...
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Mortgage Adviser Opportunity
2 weeks ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeFour Nations Mortgages is a leading mortgage and protection advice business, providing services throughout the UK. We are offering an excellent opportunity for a skilled Mortgage & Protection Adviser to work on a self-employed basis from home/own office.Your duties will include:Providing high-quality and professional mortgage & protection adviceAchieving...