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Job Title: Financial Advisor
Location: Leeds
About the Company:
A respected independent wealth management firm providing bespoke financial planning to private clients across the UK. Known for its personable approach and commitment to long-term relationships, the firm combines modern investment strategies with a traditional focus on trust and transparency. With several senior advisors set to retire over the coming years, they are committed to handing over established client relationships to the right successor.
Role Summary:
This is a rare opening for an experienced Financial Advisor to join a trusted and growing team. You will inherit an active client portfolio while also driving new business through your own network or entrepreneurial approach. The role offers genuine long-term prospects, with a clear path to becoming a central figure in the firm’s succession plan.
Key Responsibilities:
• Manage an inherited client portfolio: Build trust and deliver tailored financial advice.
• Generate new business: Leverage your network, particularly within accountancy, to attract new clients.
• Play a role in succession planning: Step into leadership as senior advisors retire.
• Maintain team connection: Work from the office at least once a week to collaborate effectively.
• Provide high-quality service: Develop and implement personalised financial strategies.
Requirements:
• Proven experience as a Financial Advisor
• Ability to bring new business or strong professional connections
• Strong client relationship and networking skills
• Confident balancing portfolio management with business development
