Financial Adviser and Wealth Lead

Financial Adviser and Wealth Lead Location: Leeds (Hybrid Working Available)Job Type: Permanent, Full-TimeSalary: Competitive basic + performance-related bonus and long-term incentives About the Role An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established and growing financial services firm in Leeds. This is a unique position that goes beyond a traditional advisory role. You''ll play a key part in shaping and developing the firm''s wealth proposition, working closely with senior stakeholders to build a forward-thinking, scalable advice offering. With a strong existing client base and clear growth plans, this role offers the opportunity to combine high-quality financial advice with strategic input, business development and long-term leadership. Key Responsibilities Provide holistic financial advice to an existing portfolio of clients Deliver high-quality ongoing service and structured client reviews Support the development and evolution of the firm''s wealth proposition Work alongside senior leadership to help shape future strategy and direction Build relationships with introducers and internal stakeholders to generate new opportunities Support and mentor junior team members progressing into advisory roles Contribute to improving systems, processes and client engagement frameworks Assist in developing specialist planning areas, including estate and intergenerational planning What Makes This Role Different? This is more than a ..... full job details .....