Financial Advisor
21 days ago
Shipley
Financial Advisor | North Leeds (LS17)| £60,000 - £70,000 DOE The Opportunity A fast-growing, Wealth Management firm looking for a Senior Wealth Adviser to join their private client team. You'll inherit a warm book of high-net-worth relationships, sit on investment committee discussions, and have a genuine path to equity partnership within 3 years. What You'll Do Manage and grow a portfolio of private clients (typical client AUM £500k-£10m+) Deliver holistic financial planning: investment strategy, pensions, tax planning, estate and intergenerational wealth transfer Work directly with an in-house paraplanning and investment team Represent the firm at select client and industry events What We're Looking For Chartered status (or working towards) - CII Level 6 minimum 5+ years' track record advising private clients, ideally from an IFA, private bank, or wealth management background A demonstrable track record of client retention and organic referral growth Someone who treats compliance and suitability as second nature, not a burden Genuine curiosity about markets, planning strategy, and client outcomes - not just product What The Role Offers Warm book, not cold desk - inherited relationships from day one, no prospecting quotas Uncapped bonus structure tied to revenue generated and retained Equity partnership track for advisers who hit senior milestones Package Base: highly competitive, benchmarked above market for chartered advisers Bonus: uncapped, tied to client retention and revenue Equity: partnership track after 3 years Pension, private healthcare, 25+ days holiday, flexible hybrid workingSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age