Financial Adviser jobs in Pudsey
- Recruit Wealth LtdRochdale
- Protection and financial security planning.
- We are keen to speak with experienced advisers who have a proven track record within financial planning, with a CV…
Trainee Financial Adviser
Multiple openingsCapio RecruitmentLeeds- Company pension
- Private medical insurance
- Cycle to work scheme
- Booking client calls and meetings on behalf of advisers.
- Preparing briefing notes and client correspondence on behalf of authorised advisers.
- Partnership RecruitmentFarnley and Wortley LS12 6AJ
- Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
- Providing quality advice on pensions, investments,…
- Armstrong WatsonLeeds LS1 5QS
- Introductory Commission Scheme (financial reward if you refer a new client).
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…
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- Eversheds SutherlandLeeds
- Experience gained in a risk and compliance or financial crime role, ideally within a law firm, financial institution or professional services environment.
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Self-Employed Mortgage and Protection Adviser
Often replies in 3 daysSwarm RecruitmentLeeds LS8 2HU- Flexitime
- Annual leave
- Work from home
- Paid holiday trial for self-employed advisers – two weeks’ paid holiday per year, calculated based on average earnings.
- 75% – 85% on self-generated business.
Paraplanner
NewFindCoreLeeds LS1- Annual leave
- Sick pay
- Free parking
- Company pension
- Private medical insurance
- Support advisers with complex pensions, investments and wider financial-planning cases.
- Conduct detailed technical research across financial-planning products…
- Recruit Wealth LtdLeeds
- Company pension
- Previous paraplanning experience with financial advice.
- Conducting detailed research on financial products, providers and strategies.
- M&G plcHuddersfield
- Communicate with product providers, financial advisers, and internal colleagues to support client outcomes.
- Experience in an administrative role, ideally within…
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- The Openwork PartnershipLeeds LS11
- Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to…
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- Armstrong WatsonLeeds LS1 5QS
- Introductory Commission Scheme (financial reward if you refer a new client).
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…
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- Perspective Financial GroupLeeds
- Keep up to date with financial products and legislation.
- After assessing these against the client’s financial objectives, you will produce timely and compliant…
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- Perspective Financial GroupLeeds
- Keep up to date with financial products and legislation.
- After assessing these against the client’s financial objectives, you will produce timely and compliant…
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- Perspective Financial GroupRipponden
- Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
- Flexible/adaptable to cope with change.
- Perspective Financial GroupLeeds
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Good working knowledge of IO and Platform.
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- Benchmark CapitalHuddersfield HD8 8EP
- Previous experience in a financial planning, wealth management, banking or financial services administration role.
- Prepare and issue Letters of Authority.
Job Post Details
Financial Planner - job post
Job details
Pay
- £65,000 - £100,000 a year
Job type
- Permanent
- Full-time
Location
Full job description
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning names, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.
This highly regarded business offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.
Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join their Rochdale regional office, one of over 70+ offices nationwide.
The Opportunity
This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from internal referral streams and the opportunity to build further relationships and new business.
Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this will be highly attractive to a quality planner, seeking their next long-term move.
You will deliver holistic financial planning advice across:
- Pensions and retirement planning
- Investments and wealth management
- Protection and financial security planning
All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do.
What Makes This Business Different
Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service.
With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity.
Support & Infrastructure
Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice.
You will benefit from:
- Full in-house Paraplanning and Administrative support
- Established regional and national support teams
- Strong internal referral channels
- A collaborative culture across a national network of offices
We are keen to speak with experienced advisers who have a proven track record within financial planning, with a CV to evidence this.
Ideally you will have:
- At least several years’ Financial Planning/Wealth Advisory experience
- Competent Adviser Status (CAS)
- Statement of Professional Standing (SPS)
- FCA registration
- Minimum Level 4 Diploma in Financial Planning and continuing to study further
- A demonstrable track record advising private clients on pensions, investments and protection
Package & Benefits
This is an employed position, offering an excellent overall package, including:
- Competitive base salary
- Attractive bonus structure linked to new business/initial fees & on-going advice
- Long standing, inherited client relationships, through acquisition and succession planning
- Full support infrastructure with incentives for senior opportunities if desired
- Comprehensive company benefits package
Hybrid, home, office and flexible working is fully supported to see clients and run your diary with autonomy.
Applications will be well received by those in the Lancashire/surrounding areas to continue client contact and relationships.
Please apply to us here at Recruit Wealth for an immediate response
Pay: £65,000.00-£100,000.00 per year
Work Location: Hybrid remote in Rochdale