Financial Adviser – Leeds (Hybrid)

Location: Leeds

Working Pattern: Hybrid (with a stronger office presence during the first 6 months)

Salary: Competitive + Bonuses

About the Firm

A long established, FCA regulated financial planning practice based in Leeds. The firm has over 35 years experience providing personalized, relationship driven financial advice across pensions, investments, protection, and retirement planning. The team is known for being approachable, client centric, and committed to long term financial wellbeing for individuals and families across West Yorkshire.

The Opportunity

Due to an upcoming adviser retirement, the firm is seeking a Financial Adviser to take over an existing, well maintained client bank. This is a rare opportunity to inherit a warm, loyal portfolio with strong ongoing servicing needs and long standing relationships.

The successful candidate will play a key role in maintaining the firm’s reputation for high quality, tailored advice while supporting clients through their financial journeys.

Key Responsibilities

• Provide holistic financial planning advice across pensions, investments, protection, and retirement solutions.
• Build strong, trusted relationships with an inherited client bank while identifying opportunities for further planning and support.
• Conduct regular client reviews and ensure all advice is compliant with FCA guidelines.
• Work collaboratively with in house paraplanners and administrators to deliver a seamless client experience.
• Maintain accurate records and ensure all documentation meets regulatory standards.
• Represent the firm professionally and uphold values of integrity, transparency, and long term client care.

Support Structure

The adviser will be supported by an experienced paraplanning and administrative team, allowing them to focus on client-facing work and high quality advice delivery.

What We’re Looking For

• Level 4 Diploma in Regulated Financial Planning (minimum).
• Strong relationship building skills and a client first mindset.
• Experience providing holistic financial advice.
• Confident communicator able to simplify complex financial concepts.
• Someone who values long term relationships over transactional advice.
• A collaborative team player.