Financial Adviser

Financial Adviser — Established Wealth Management Practice

Leeds or Skipton | £50,000 – £60,000 + full support infrastructure

Inherit relationships. Build your own. Learn from the best.

This is a fantastic opportunity to join one of Yorkshire's most established adviser‑led wealth management practices — a business that has grown to £500 million AUM by doing things properly: face‑to‑face, client‑first, holistic financial planning.

With the principal advisers now looking after a range of mass affluent and HNW customers, the practice is ready to bring in an ambitious adviser who can take on established client relationships from day one.

• A warm book of existing client relationships to manage and grow — not a cold start
• Full administration and paraplanning support, so your time is spent advising, not processing
• Hands‑on mentoring from the two business principals, plus dedicated support from a Business Development Manager
• A genuinely holistic proposition — clients are advised across investments, retirement, protection, intergenerational wealth and corporate planning
• A quality client base: high‑net‑worth private clients, business owners, company directors and senior corporate executives

This is a professional, client‑centric practice in the traditional sense. Clients come into the offices for advice meetings and are met in person — the relationship is everything. The philosophy is simple and hasn't changed in decades: protect wealth, grow it, and pass it on. You'll need to carry that standard — smart, well presented, and impeccably organised, with the ability to run a very busy diary.

The principals will invest heavily in developing the right person — but this isn't a role for someone looking to coast. If you want to be mentored by advisers who've built a £500m practice, and you're hungry enough to earn it, this is the platform.

• Salary £50,000 – £60,000 + Bonus
• Offices in Leeds and Skipton
• Full back‑office, paraplanning and BD support