Rodeo
ResourcesPartnersSign in

The Private Office

Financial Adviser

Leeds
Posted 19 days ago
Sign up to applySee more jobs like this

How your CV stacks up

1Upload CV
2Analyse CV
3Improve CV

Upload your CV to see how well it fits this job role

?%

Are you looking for a rewarding career in financial services with an expanding, forward-thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high-quality and personal service to clients? We are seeking advisers who combine strong technical knowledge with a personal, relationship-led approach. This is an opportunity to join a collaborative, professional environment where standards are high, support is strong and growth is encouraged. Role Responsibilities s a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice. Your responsibilities will include: Building and maintaining long-term, trusted client relationships Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles Designing and delivering tailored financial planning strategies across pensions, investments and protection Providing clear explanations of complex advice, costs and regulatory disclosures Ensuring all advice is compliant and in line with FCA requirements and internal standards Working closely with our technical and support teams to deliver an efficient, high-quality client experience Maintaining accurate client records and appropriate documentation Identifying opportunities to grow your client base through referrals and professional connections Meeting agreed commercial and performance targets You will play an active role in maintaining the firm’s reputation for professionalism, integrity and client service excellence. What we are looking for · Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable) · Strong understanding of FCA regulatory requirements · Experience delivering holistic financial advice · Excellent communication and interpersonal skills · Ability to simplify complex information for clients · Commercial awareness with a proactive, growth mindset · Strong organisational skills and attention to detail · Professional, ethical and client-first approach Benefits Company discretionary bonus scheme; Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch; 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period; Private Healthcare*; Group Income Protection; Life Assurance; Eye Care Scheme; Wellbeing programme; Bike to Work Scheme; Support with role relevant professional qualifications; *after qualifying period

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

See breakdown
Save jobNot relevant
View details

It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

See breakdown
Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

See breakdown
Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Get help with your application

Your very own career expert that helps elevate your application to the next level.

Get help applying for this job
Trusted by 25,000+ job seekers

“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”

Jessica, London

Get help applying for this job

Skills

Financial Planning
Client Relationship Management
FCA Regulatory Compliance
Investment Strategy
Pension Planning
Protection Planning
Risk Profiling
Communication Skills
Interpersonal Skills
Commercial Awareness
Organizational Skills
Attention To Detail

Location

Leeds, England, United Kingdom

Sign up to applySee more jobs like this