Financial Advisor
other jobs Heat Recruitment
Added before 3 Days
- England,Yorkshire and The Humber,West Yorkshire
- Full Time, Permanent
- £55,000 - £80,000 per annum
Job Description:
Financial Adviser – Leeds (Hybrid)Location: Garforth, Leeds
Working Pattern: Hybrid (with a stronger office presence during the first 6 months)
Salary: Competitive + Bonuses
About the FirmA long established, FCA regulated financial planning practice based in Garforth, Leeds. The firm has over 35 years’ experience providing personalised, 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 OpportunityDue 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 StructureThe 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 (preferable).
*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.
Working PatternHybrid working is available, with an expectation of being more office based during the first 6 months to support onboarding, client handovers, and integration with the team.
Working Pattern: Hybrid (with a stronger office presence during the first 6 months)
Salary: Competitive + Bonuses
About the FirmA long established, FCA regulated financial planning practice based in Garforth, Leeds. The firm has over 35 years’ experience providing personalised, 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 OpportunityDue 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 StructureThe 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 (preferable).
*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.
Working PatternHybrid working is available, with an expectation of being more office based during the first 6 months to support onboarding, client handovers, and integration with the team.
Job number 3457174
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
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