Financial Adviser
Location: Leeds
About the Role:
We are seeking a motivated and client-focused Financial Adviser to join our growing team. You will provide expert advice and financial planning services to a diverse portfolio of clients, helping them achieve their financial goals.
Key Responsibilities:
* Deliver tailored financial advice across pensions, investments, protection, and retirement planning
* Build and maintain strong client relationships through regular reviews and proactive communication
* Prepare suitability reports and ensure compliance with FCA regulations
* Keep up-to-date with financial markets and product developments
* Work collaboratively with paraplanners and administration support
Requirements:
* Diploma or higher-level financial planning qualification (DipFA, Cert CII or equivalent)
* FCA registration or ability to register
* Strong communication and interpersonal skills
* Proven experience in financial advice or a related role
* Client-focused with excellent organisational skills