Independent Financial Advisor

4 days ago

Leeds, United Kingdom Clarity Wealth Limited Full time

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.

This is a unique opportunity for an experienced financial adviser with a growth mindset to join an exciting, friendly and expanding company. Clarity Wealth Limited is growing, with regular new enquiries shared amongst advisers, alongside scope for existing clients to be handed over and serviced appropriately.

As we are a relatively small company you will feel part of a growing and ambitious team that will support you wherever necessary with the right tools, technology, and office space to succeed. This also means you will need to bring initiative and a growth mindset, with the willingness to adapt as the business develops and evolves.

We value collaboration and believe in building a strong, team-focused environment.
- **Onboarding**: First six months predominantly office-based to support training, shadowing and client work, with occasional WFH flexibility.
- **Ongoing**: Hybrid pattern, typically four days in the office, though this may vary based on client meetings and team needs. Our advisers have autonomy over their diaries but are expected to prioritise clients and team collaboration

Key Responsibilities
- Provide a 5-star, premium, whole of market service to clients.
- Proactively acquire and develop new client relationships through networking, referrals, and company enquiries.
- Grow your client bank while maintaining high standards of ongoing advice and service.
- Conduct in-depth reviews of clients’ financial circumstances.
- Review and respond to clients’ changing needs with appropriate solutions.
- Maintain and develop a detailed knowledge of investments, pensions, and tax planning.

What’s needed for me to be considered?
- Current experience as a financial adviser with competent adviser status.
- Level 4 Diploma (minimum); Chartered (desirable).
- Commercially minded, ambitious, and motivated to attract and grow new client relationships.
- Strong communication and networking skills.

**Benefits**:

- 30 days holiday + bank holidays + birthday off.
- Company pension, life insurance, employee discounts.
- Paid volunteer time and staff events.
- Flexible/hybrid working (minimum 3-4 days in the office).
- Free parking and on-site facilities.

**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
- Financial planning services
- Free parking
- Life insurance
- On-site parking
- Paid volunteer time

Ability to commute/relocate:

- Leeds LS8 2LQ: reliably commute or plan to relocate before starting work (required)

**Experience**:

- financial adviser: 1 year (required)

Work Location: Hybrid remote in Leeds LS8 2LQ

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