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Financial Advisor

Wealth Advisory: Complex Needs Specialist

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Schroders Personal Wealth
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A leading financial services company based in Leeds is seeking a Complex Needs Specialist. This role involves providing technical support for complex client cases, collaborating with advisers to construct tailored solutions. Candidates should have a minimum Level 4 Diploma, experience in wealth management, and preferably prior experience as a financial adviser. Join a company that values flexibility, diverse perspectives, and offers comprehensive benefits including generous holidays, private medical insurance, and a matched pension contribution.
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