Reed
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.
To apply for this job please visit www.reed.co.uk.
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