Financial Advisor
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
Transatlantic Cost of Living & Purchasing Power Benchmark
Position Overview & Specifications
There are very few opportunities in the market that offer independence, salary, strong commission structure, qualified leads, option to work from home or office with a successful growing business. This role includes all of these!
Position available for a Financial Adviser to join an excellent Financial Services company, to service and grow an existing client book. Based from their city office in Leeds.
This is an opportunity for an adviser who is professional, articulate and holds Level 4 Diploma / current or recent CAS.
The company invests heavily in client generation and therefore you do not need to bring any of your own clients.
On site Paraplanner/Compliance support is provided.
Employed role with a basic salary up to £60,000pa
2x validation
OTE £100,000+ Uncapped bonus
Benefits include, Pension + DIS
Mentoring/training for less experienced advisers.
Job Types: Full-time, Permanent
Benefits:
- Casual dress
- Company events
- Company pension
- Employee discount
- Work from home
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Leeds
Application question(s):
- Minimum Level 4 Diploma qualified?
Job Types: Full-time, Permanent
Salary: £45,000.00-£95,000.00 per year
Benefits:
- Company pension
- Employee discount
- Life insurance
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
Ability to commute/relocate:
- Leeds, LS5 3JB: reliably commute or plan to relocate before starting work (required)
Experience:
- Financial Advising: 1 year (preferred)
Work Location: In person
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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Financial Advisor • Goldstone Laine Limited
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