Financial Advisor
Financial Adviser - Leeds (Hybrid)Location: Garforth, LeedsWorking Pattern: Hybrid (with a stronger office presence during the first 6 months)Salary: Competitive + Bonuses About the FirmA long established, FCA regulated financial planning practice based in Garforth, Leeds. The firm has over 35 years'' experience providing personalised, relationship driven financial advice across pensions, investments, protection, and retirement planning. The team is known for being approachable, client centric, and committed to long term financial wellbeing for individuals and families across West Yorkshire.The OpportunityDue to an upcoming adviser retirement, the firm is seeking a Financial Adviser to take over an existing, well-maintained client bank. This is a rare opportunity to inherit a warm, loyal portfolio with strong ongoing servicing needs and long standing relationships.The successful candidate will play a key role in maintaining the firm''s reputation for high quality, tailored advice while supporting clients through their financial journeys.Key ResponsibilitiesProvide holistic financial planning advice across pensions, investments, protection, and retirement solutions.Build strong, trusted relationships with an inherited client bank while identifying opportunities for further planning and support.Conduct regular client reviews and ensure all advice is compliant with FCA guidelines.Work collaboratively with in house paraplanners and administrators to deliver a seamless client ..... full job details .....
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