Financial Adviser & Wealth Lead

Financial Adviser & Wealth Lead

Location:

Leeds (Hybrid Working Available) Job Type: Permanent, Full-Time Salary:
Competitive basic + performance-related bonus & long-term incentives

An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established and growing financial services firm in Leeds.

This is a unique position that goes beyond a traditional advisory role. You'll play a key part in shaping and developing the firm's wealth proposition, working closely with senior stakeholders to build a forward-thinking, scalable advice offering.

With a strong existing client base and clear growth plans, this role offers the opportunity to combine high-quality financial advice with strategic input, business development and long-term leadership.

• Provide holistic financial advice to an existing portfolio of clients
• Deliver high-quality ongoing service and structured client reviews
• Support the development and evolution of the firm's wealth proposition
• Work alongside senior leadership to help shape future strategy and direction
• Build relationships with introducers and internal stakeholders to generate new opportunities
• Support and mentor junior team members progressing into advisory roles
• Contribute to improving systems, processes and client engagement frameworks
• Assist in developing specialist planning areas, including estate and intergenerational planning

This is more than a standard adviser role. It offers the chance to:

• Play a central role in the future of a growing wealth business
• Influence long-term strategy, structure and service delivery
• Be part of a defined succession plan within the organisation
• Help build and shape a dedicated wealth division
• Access long-term incentives linked to performance, growth and contribution

• Fully qualified Financial Adviser (DipFA, DipPFS or equivalent)
• Strong experience delivering holistic, client-focused advice
• Ambitious with a desire to influence and grow a business function
• Commercially aware with strong relationship-building skills
• Keen to take on additional responsibility beyond advisory work
• A team player with leadership and mentoring capability

• Competitive basic salary with bonus structure
• Existing client bank to service and develop
• Clear opportunity to progress into a strategic leadership role
• Long-term incentive potential aligned to business growth
• Supportive, collaborative and forward-thinking environment
• Hybrid working flexibility

If you're an experienced Financial Adviser looking for a role where you can make a real impact and be part of something bigger, we'd love to hear from you.