Financial Adviser & Wealth Lead

Financial Adviser & Wealth Lead Location: Leeds (Hybrid Working Available) Job Type: Permanent, Full-Time Salary: Competitive basic + performance-related bonus & 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 standard adviser role. It offers the chance to: • Play a central role in the future of a growing wealth business • Influence long-term strategy, structure and service delivery • Be part of a defined succession plan within the organisation • Help build and shape a dedicated wealth division • Access long-term incentives linked to performance, growth and contribution About You • Fully qualified Financial Adviser (DipFA, DipPFS or equivalent) • Strong experience delivering holistic, client-focused advice • Ambitious with a desire to influence and grow a business function • Commercially aware with strong relationship-building skills • Keen to take on additional responsibility beyond advisory work • A team player with leadership and mentoring capability What’s on Offer • Competitive basic salary with bonus structure • Existing client bank to service and develop • Clear opportunity to progress into a strategic leadership role • Long-term incentive potential aligned to business growth • Supportive, collaborative and forward-thinking environment • Hybrid working flexibility Apply Now If you’re an experienced Financial Adviser looking for a role where you can make a real impact and be part of something bigger, we’d love to hear from you.