Financial Adviser / Wealth Manager
Leeds | £50,000 - £80,000 + Benefits and bonus
An opportunity for an experienced Financial Adviser who enjoys looking after clients more than chasing new business.
Not every Financial Adviser wants to spend their career prospecting, networking and building an ever-larger client bank.
Some of the best Advisers are those who genuinely enjoy financial planning, developing trusted relationships and delivering exceptional advice.
We're working with a highly regarded, independent Wealth Management business in Leeds that's looking for exactly that type of individual.
The Opportunity
You'll take responsibility for an established portfolio of HNW and UHNW private clients, typically with between £1m and £15m in investable assets.
The role has been created to free up time for the firm's Partners to focus on developing new business, while ensuring their existing clients continue to receive an exceptional level of service.
There will be opportunities to generate new business through referrals and introductions, but you won't be expected to bring a client bank or spend your time actively prospecting.
You'll also benefit from an experienced team of Paraplanners and Administrators, allowing you to concentrate on providing excellent financial planning advice.
About the Company
Our client is an established Wealth Management business with offices across the UK, advising exclusively private clients.
Following significant external investment, the company is embarking on an ambitious five-year growth strategy, creating excellent opportunities for those joining the business at this stage.
Despite these plans, the firm remains committed to its personal approach and high standards of client service.
About You
We're looking for an experienced Financial Adviser who
Holds a Level 4 Diploma in Financial Planning or equivalent.
Has experience advising HNW clients, ideally with £1m+ in investable assets.
Is technically strong and comfortable dealing with complex financial planning requirements.
Enjoys building long-term relationships and delivering exceptional client service.
Is commercially aware but doesn't necessarily want a role dominated by new business targets.
What's on Offer?
£50,000 - £80,000 basic salary, depending on experience.
An established portfolio of HNW/UHNW clients.
Comprehensive Paraplanning and Administration support.
Exposure to sophisticated financial planning and interesting client relationships.
Long-term opportunities within an ambitious, growing business.
This is an excellent opportunity for an Adviser who wants to focus on the parts of financial planning they enjoy most, working with high-quality clients in a well-supported environment.
For more information or a confidential discussion, please apply or contact MBF Recruitment directly.