Financial Advisor

Financial Advisor | North Leeds (LS17)| 60,000 – 70,000 DOE

The Opportunity

A fast-growing, Wealth Management firm looking for a Senior Wealth Adviser to join their private client team. You’ll inherit a warm book of high-net-worth relationships, sit on investment committee discussions, and have a genuine path to equity partnership within 3 years.

What You’ll Do

• Manage and grow a portfolio of private clients (typical client AUM 500k-10m+)
• Deliver holistic financial planning: investment strategy, pensions, tax planning, estate and intergenerational wealth transfer
• Work directly with an in-house paraplanning and investment team
• Represent the firm at select client and industry events

What We’re Looking For

• Chartered status (or working towards) – CII Level 6 minimum
• 5+ years’ track record advising private clients, ideally from an IFA, private bank, or wealth management background
• A demonstrable track record of client retention and organic referral growth
• Someone who treats compliance and suitability as second nature, not a burden
• Genuine curiosity about markets, planning strategy, and client outcomes – not just product

What The Role Offers

• Warm book, not cold desk – inherited relationships from day one, no prospecting quotas
• Uncapped bonus structure tied to revenue generated and retained
• Equity partnership track for advisers who hit senior milestones

Package

• Base: highly competitive, benchmarked above market for chartered advisers
• Bonus: uncapped, tied to client retention and revenue
• Equity: partnership track after 3 years
• Pension, private healthcare, 25+ days holiday, flexible hybrid working

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.