Independent Financial Adviser

North Leeds

£50,000 - £60,000 Basic Salary + Bonus

NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm in Leeds, who are looking to appoint an experienced Independent Financial Adviser to join their growing team.

This is an excellent opportunity for an adviser who is looking to join a professional, client-focused business where they can concentrate on providing quality financial advice and developing long-term client relationships, rather than having to build everything from scratch.

The successful candidate will be provided with an existing client base, alongside full administrative and technical support, allowing you to focus on delivering an exceptional client experience and developing your relationships with clients

The Role

As an Independent Financial Adviser, you will:

• Provide holistic, independent financial advice to a portfolio of clients
• Manage and develop long-term relationships with existing clients
• Conduct regular client reviews and identify opportunities to meet clients' evolving financial needs
• Provide advice across pensions, investments, retirement planning, protection and wider financial planning
• Take responsibility for the ongoing management and development of your client bank
• Work closely with the firm's experienced Paraplanning and Administration teams
• Maintain high standards of compliance and client service
• Build strong relationships based on trust and a genuine understanding of clients' objectives
• Contribute to the continued growth and development of the wider business

About You

We're looking for an experienced adviser who is passionate about delivering high-quality, client-focused financial planning.

To be considered, the ideal candidate will have:

• Minimum 3 years of experience working as an Independent Financial Adviser / Financial Planner with CAS
• Full Level 4 Diploma in Financial Planning as a minimum
• Chartered status, or a genuine desire to work towards Chartered status, would be highly advantageous
• Strong technical knowledge across pensions, investments and holistic financial planning
• A proven ability to build and maintain long-term client relationships
• Excellent communication and interpersonal skills
• A professional, personable and client-centric approach
• Strong understanding of FCA regulations and compliance requirements

What's on Offer?

• Basic salary around £60,000, depending on experience
• Existing client bank provided
• Discretionary bonus scheme
• Full Paraplanning and IFA Administration support
• 25 days' annual leave + bank holidays
• Pension scheme
• Health Plan
• Free on-site parking
• Career development and study support
• Opportunity to work towards further professional qualifications
• Supportive and professional working environment

This is a fantastic opportunity for an experienced Financial Adviser who wants to join a well-established firm with a strong reputation for quality advice and client service, with the support and infrastructure in place to allow you to focus on what you do best - advising clients.

For more information or to apply in confidence, please contact NJR Recruitment quoting NJR17108