Financial Advisor
CV-LibraryShipley, West YorkshirepermanentPosted: 30 July 2026
Apply NowFinancial Advisor | North Leeds (LS17)| £60,000 - £70,000 DOE
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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 £500k-£10m+)
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 - not just product
What The Role Offers
Warm book, not cold desk - inherited relationships from day one, no prospecting quotas
Uncapped bonus structure tied to revenue generated and retained
Equity partnership track for advisers who hit senior milestones
Package
Base: highly competitive, benchmarked above market for chartered advisers
Bonus: uncapped, tied to client retention and revenue
Equity: partnership track after 3 years
Pension, private healthcare, 25+ days holiday, flexible hybrid workingSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
____________________________________________________
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 £500k-£10m+)
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 - not just product
What The Role Offers
Warm book, not cold desk - inherited relationships from day one, no prospecting quotas
Uncapped bonus structure tied to revenue generated and retained
Equity partnership track for advisers who hit senior milestones
Package
Base: highly competitive, benchmarked above market for chartered advisers
Bonus: uncapped, tied to client retention and revenue
Equity: partnership track after 3 years
Pension, private healthcare, 25+ days holiday, flexible hybrid workingSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age