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Financial Adviser

THE OPENWORK PARTNERSHIP
Posted 16 hours ago, valid for 15 days
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking an experienced financial adviser to join a successful business based in Leeds.
  • The ideal candidate should have at least 1 year of relevant experience and must hold a Level 4 Diploma.
  • This self-employed position offers flexible hybrid working, allowing for 2 days of remote work per week.
  • Compensation includes generous commission splits with uncapped earning potential and full leads provided.
  • The role requires strong communication skills, attention to detail, and the ability to build relationships with clients.

We are recruiting for an experienced financial adviser to join one of our successful businesses based in the heart of Leeds

This business has over 25 years of experience at offering high quality financial and mortgage adviser to their clients, local to Leeds and beyond.

They are looking for an experience financial adviser to join their team on a self-employed basis working out of the offices.

For the right person you will receive

  • Full leads provided from an extensive back book of legacy clients and new clients
  • Flexibly hybrid working offering the chance to work from home 2 days per week
  • Fully equipped office environment to work out of including onsite parking
  • Full comprehensive admin support to allow you to concentrate on giving advice
  • Generous commission splits on both leads provided and self-generated leads with uncapped earning potential

The right person will need

  • Fully L4 Diploma qualified
  • Full relevant experience in giving financial advice (ideally 1 year +)
  • Full CeMap or equivalent, desirably but not essential
  • Comprehensive communication skills both verbal and written
  • Attention to detail
  • Relationship building and listening skills

This is a role that would suit and experienced self-employed adviser, or one looking to start their self-employed journey, looking for a new opportunity, a new challenge and a new home.

To apply, please click below and send you CV to us today

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.