Location
Leeds
Salary Competitive TypePermanent WorkplaceOn-Site Ref89925
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 Firm
A 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 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 firms reputation for high?quality, tailored advice while supporting clients through their financial journeys.
Key Responsibilities
1. Provide holistic financial planning advice across pensions, investments, protection, and retirement solutions.
2. Build strong, trusted relationships with an inherited client bank while identifying opportunities for further planning and support.
3. Conduct regular client reviews and ensure all advice is compliant with FCA guidelines.
4. Work collaboratively with in?house paraplanners and administrators to deliver a seamless client experience.
5. Maintain accurate records and ensure all documentation meets regulatory standards.
6. 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 Were Looking For
7. Level 4 Diploma in Regulated Financial Planning (minimum).
8. Strong relationship?building skills and a client?first mindset.
9. Experience providing holistic financial advice.
10. Confident communicator able to simplify complex financial concepts.
11. Someone who values long?term relationships over transactional advice.
12. A collaborative team player.
Working Pattern
Hybrid 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.