Capio Recruitment
Independent Financial Adviser
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Independent Financial Adviser
Financial Planner | Leeds | £60,000 to £90,000 + Bonus & Benefits
This role is for Financial Planners who aspire to become "one of the industry’s best."
If you’re the type of adviser who never stops improving, seeks exposure to more complex client work, and thrives in a culturally high-performing team—keep reading.
We’re partnering with one of the UK’s most respected wealth management firms to find ambitious Financial Planners who are ready for the next stage of their careers.
This isn’t about maintaining a book. This is about accelerating your development.
What You’ll Do
You’ll:
- Advise high-net-worth individuals
- Collaborate with leading technical specialists in the industry
- Operate within a business that actively invests in adviser growth
- Spend more time on delivering exceptional advice and less time dealing with outdated processes
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Whether your goal is to become a leading financial planner, specialise in key areas, or build an elite client book, this is the platform to achieve it.
Why Advisers Join Us
• Access to more complex financial planning cases • Priority top-tier new client enquiries • Prestige of a recognised nationwide brand • Industry-leading paraplanning and client support • High-value clients who demand professional expertise • A collaborative culture—successful advisers share insights, not compete internally • Ongoing technical and professional development opportunities • A long-term career path, not just a transient move
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What You’ll Bring
To thrive in this role, you’ll have:
✅ Level 4 Diploma in Financial Advice & Planning ✅ CAS (Certified Adviser Status) ✅ Experience advising clients within a Wealth Management or Independent Financial Advice (IFA) firm ✅ A passion for delivering outstanding financial planning
But most crucially:
- You’ve got ambition and a never-ending drive for improvement
- You don’t just want to earn more—you want to become a better adviser
If this resonates, let’s talk. Your next career-defining move starts here.
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