Employed Financial Adviser

Employed Financial Adviser

Leeds

Full Client Bank Provided

Are you a qualified Level 4 Financial Adviser looking to join a reputable, supportive firm with a ready-made client bank and full administrative support?

NJR Recruitment is partnering with a highly respected wealth management practice in Leeds, currently seeking an Employed Financial Adviser to manage an established portfolio and grow new relationships. This is an excellent opportunity for both experiencedadvisers and ambitious junior professionals looking to take the next step in their career.

Why This Role?

Employed position - enjoy the stability of a salary and bonus structure
Full client bank provided - inherit long-standing, loyal clients from day one
Administrative & paraplanning support - focus on giving advice, not chasing paperwork
Work with a well-established practice that values personal service and professional development

What You’ll Do:

• Manage a portfolio of existing clients with ongoing financial advice and reviews
• Build new relationships and attract new business through referrals and networking
• Provide holistic advice on pensions, investments, protection, and tax planning
• Maintain accurate and compliant client records and reports
• Contribute to the practice’s growth and reputation

What We’re Looking For:

• Minimum Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• Either currently advising or ready to step up into a client-facing advisory role
• Professional, ethical, and highly personable approach to client service
• Strong communication and relationship-building skills

What’s on Offer:

• Competitive basic salary + bonus
• Self Employed options will also be considered
• Full client bank and structured onboarding
• Career development and mentorship opportunities
• Excellent office location in Leeds
• Supportive, friendly team culture

Interested in learning more? Apply today or reach out to NJR Recruitment for a confidential chat quoting NJR15840

NJR Recruitment - Experts in placing top talent in financial planning and wealth management. Let us help you take the next step in your career.