https://jobs.co.uk/job/financial-advisor-search--c3961c3f-4b4b-470a-a0ca-3ba01cff34f9 RSS feed for Financial Advisor at Search. en-gb Fri, 31 Jul 2026 19:16:19 GMT https://jobs.co.uk/job/financial-advisor-search--c3961c3f-4b4b-470a-a0ca-3ba01cff34f9 https://jobs.co.uk/job/financial-advisor-search--c3961c3f-4b4b-470a-a0ca-3ba01cff34f9 Thu, 30 Jul 2026 23:00:00 GMT Location: Shipley | Salary: £60000 - £70000/annum | Type: Permanent | 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 -500k10m+) 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 - ... Permanent