Financial Advisor

Financial Advisor North Leeds (LS17) 60,000 - 70,000 DOE The OpportunityA 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 DoManage 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 transferWork directly with an in-house paraplanning and investment teamRepresent the firm at select client and industry eventsWhat We''re Looking ForChartered status (or working towards) - CII Level 6 minimum5+ years'' track record advising private clients, ideally from an IFA, private bank, or wealth management backgroundA demonstrable track record of client retention and organic referral growthSomeone who treats compliance and suitability as second nature, not a burdenGenuine curiosity about markets, planning strategy, and client outcomes - not just productWhat The Role OffersWarm book, not cold desk - inherited relationships from day one, no prospecting quotasUncapped bonus structure tied to revenue generated and retainedEquity partnership track for advisers who hit senior milestonesPackageBase: highly competitive, benchmarked above market for chartered advisersBonus: uncapped, tied to client retention and revenueEquity: ..... full job details .....