Mortgage & Wealth Adviser

Would you like to advise on Mortgages and Wealth?

Working within a firm where you can make a difference and feel appreciated?

Would you like the opportunity to run your own business in the future?

We have an exciting opportunity for an adviser to join a well established and successful firm in Leeds. With over 30 years in the industry, the firm are dedicated in protecting the interest of the clients and provide bespoke tailored solutions to meet each client’s unique circumstances. Providing a transparent, efficient, and professional service they have gone from strength to strength.

You will need to be qualified to give advice on both mortgages and wealth, but do not need to be experienced in giving advice in both sectors. For example, would suit an experienced mortgage advisor with their level 4 qualifications looking to move into wealth too.

With head offices in Leeds, the ideal candidate will be based in or around the Leeds or Doncaster area, ideally located to still visit clients and deliver advice in the more traditional way, seeing people on a face to face basis at home or in the office. However, this is a hybrid role with no minimum office requirement, you are free to organise and take control of your diary.

You would be working alongside an existing adviser, taking over a client bank with funds under management and have access to further clients with potential mortgage requirements. Whilst also being given the support and training to help you to generate your own enquiries and build up your client bank.

There is potential for career progression and in time the opportunity to become a key stakeholder and principle in the business for the right candidate.