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Independent Financial Advisor

Job ID: JO0000003769_1571846423

£35,000.00 - £50,000.00

Accounting & Finance | Permanent | Leeds

Would you like to work for a practice who are experiencing growth and who put their staff and clients at the forefront of everything they do?

Are you an experienced Financial Advisor?

Do you have a solid background in providing financial advice to a large portfolio of clients?

Our client based in North Leeds is looking for an established and experienced Financial Advisor to manage their client’s portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all life’s circumstances, both expected and unexpected. If you’re looking for a chance for great independence, flexibility and long term growth then this is the company for you.


·A minimum of 10 years experience or experience of managing assets under management of £10 plus million
·Experience of providing advice on a wide range of products and services including offshore, protection, pensions and investments, inheritance tax, draw down and loan schemes would be ideal

Duties and responsibilities:

Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises
Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients’ requirements
Completing risk analyses
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
Negotiating with product suppliers for the best possible rates
Liaising with head office and financial services providers
Communicating with other professionals, such as estate agents, solicitors and valuers
Keeping up to date with financial products and legislation
Producing financial reports
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
Sourcing of new business

Full Paraplanner/Admin support
Relaxed working environment
6 weeks holiday
Uncapped commission
Flexible hours (37.5)

Headway Recruitment is acting as an Employment Agency in relation to this vacancy.

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