Financial Advisor
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Independent Financial Adviser Location: Leeds - Office Based Salary: Circa £50,000, negotiable depending on experience Benefits: 5 weeks'' holiday plus bank holidays 4.5% employer pension contribution Private Medical Insurance after probation Free on-site parking Monday to Friday working hours Flexible working hours, with the option of 9am-5pm or 8am-4pm Opportunity to join a small, established and growing financial planning business Existing client bank available to support the successful candidate About the Company: An established and well-regarded financial services firm is looking to appoint an experienced and qualified Independent Financial Adviser to join their growing team in Leeds. This is an excellent opportunity for an Adviser who is looking to join a smaller, close-knit business and take on an existing portfolio of clients. The Managing Director currently has a significant client bank and is looking for an additional Adviser to provide ongoing support and help manage client relationships. The successful candidate will have the opportunity to play an important role within the business and work as part of a friendly, hardworking team. Key Responsibilities: Provide holistic financial advice to new and existing clients Take responsibility for managing and developing client relationships Conduct client meetings and annual reviews Provide advice across areas including investments, pensions ..... full job details .....
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