Financial Adviser

$38,088 - $50,785 yearly
  • CV Library
  • Leeds, West Yorkshire
  • Aug 14, 2023

Job Description

My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients. We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices. You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual clients. This will mainly be a field based role and will include face to face contact with HNW client in excess of £250,000 in value. We are seeking those who have a minimum of 2-5 years experience working in a Regulated Financial Advisory position, ideally you will come from working with an IFA firm rather than from the Banking side, although willing to consider someone who has experience of both. You MUST be fully qualified to provide Advice to clients in a fully regulated environment (Full Certificate in Financial Planning / Diploma Qualified FPC, CII Diploma etc). You will be being handed part of the Sales Director's book, so you will be given a handful of key clients to work with from day one, it would be beneficial if you can bring some of your own clients with you as well, however this is not necessarily needed for the right person In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $38,088 to a maximum of $50,785. In British Pounds it has a minimum of £30,000 to a maximum of £40,000. In Australian Dollars it has a minimum of $58,640 to a maximum of $78,188.


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Governance and Control

The CFO plays a key board member role towards strong governance and holding others accountable for their actions. This course helps you to understand governance risk management compliance closing the books and treasury; and improve your skills for simplifying automating and shortening your financial close process.

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Finance leaders are responsible for developing a well-rounded finance function that can keep up with the evolution of your business. During this module you will learn how to lead your finance function become a C-Suite business leader manage people drive the culture; and represent your business externally.

For more information visit: Courses Overview