Holistic financial Work, Jobs in Leeds, Eng (with Salaries)

Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Communication skills
- Tax experience
- Free parking
- Employee discount
Personal Injury Claims Adjuster – Employer & Public liability
QBE —Leeds
- Full-time
- Remote
- IT
- Communication skills
Claims Adjuster - Multinational
QBE —Leeds
- Full-time
- Remote
- Microsoft Word
- Microsoft Office
- Analysis skills
Personal Injury Claims Adjuster - Motor
QBE —Leeds
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Management
1d
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule
Project Controls Analytics Consultant
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- SQL
- Analysis skills
BI Developer
BW Legal —Leeds
- From £33,000 a year
- Overtime
- SQL
- Python
- Free parking
- Annual leave
Quick apply
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Domestic Abuse Case Worker (Refuge based)
Staying Put —Bradford
- £27,554 - £28,735 a year
- Temporary
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
2d
Service Transition Manager
Medicines and Healthcare products Regulatory Agency —Leeds
- Presentation skills
- Travel
- Organisational skills
1d
Senior Consultant – Real Estate Advisory
Turner & Townsend —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Organisational skills
Quick apply
Enhanced Support and Grants Team Manager (maternity cover)
Christians Against Poverty —Bradford
- £19,494 a year
- Part-time
- Hybrid work
- Team management
- Leadership
- Flexitime
- Employee discount
Lead Service Designer
interactive investor —Leeds
- From £51,500 a year
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Financial services
- Annual leave
- Employee discount
Quick apply
10d
Commissioning Operations Manager
Orchard Healthcare Group —Harrogate
- £60,000 - £65,000 a year
- Full-time
- Business development
- Communication skills
- Marketing
- Employee assistance programme
Quick apply
Paraplanner
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
BUSINESS ANALYST L4(CONTRACT)
Wipro Limited —Leeds
Community Manager
Wizu Workspace —Bradford
- £30,000 - £32,000 a year
- Full-time
- In-person
- Communication skills
- Employee discount
- Referral programme
Quick apply
1d
Commercial Manager - Buildings
Ramboll —Leeds
- Full-time
- Hybrid work
- Project management
- Contracts
- Construction experience
Quick apply
Sexual Offence Examiner/Forensic Physician/Doctor -Yorkshire PT
Mountain Healthcare —Leeds
- £80,504.16 - £90,056.20 a year
- Part-time
- Hotel
- Travel
- Paediatrics
Quick apply
Bridge - Navigator, Bridge-Ways
City of Bradford Metropolitan District Council —Bradford
- £30,760 a year
- Temporary
- Annual leave
- Employee assistance programme

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Independent Financial Advisor

Clarity Wealth Limited
Leeds

Apply Now

Job details

Permanent | Full-time
£60,000 - £100,000 a year

Benefits

Free parking
Company pension
Employee discount
Life insurance

Qualifications

Pension
Communication skills
Tax experience

Full job description

Job details

Clarity Wealth Limited
Beechwood House
Beechwoods Estate
Roundhay, Leeds
LS8 2LQ

£60,000 – £100,000

Full-time, Permanent

Monday to Friday

Benefits

30 days holiday + bank holidays + birthday off.
Company pension, life insurance, employee discounts.
Paid volunteer time and staff events.
Flexible/hybrid working (usually 4 days in office subject to appointments)
Free parking and on-site facilities.

How to Apply

Please send applications with a covering letter to [email protected]

Job Description

This is an excellent opportunity for an experienced financial adviser to join a friendly, ambitious, and growing firm. Clarity Wealth Limited continues to expand, with regular new client enquiries shared across the adviser team, alongside opportunities to take on and service existing clients. We have a fantastic office space in Roundhay Leeds with private parking and a professional but friendly team atmosphere

We put clients at the centre of everything we do. Our advice is built around holistic financial planning, delivered through genuinely independent advice as a directly FCA-authorised firm. We have no contingent relationships with funds or providers and use metric- and evidence-based research to ensure advice remains objective, robust, and client focused. This allows advisers to engage with clients confidently, knowing they are delivering advice they genuinely believe in.

We hold ourselves to high professional standards and value a strong work ethic. This means taking ownership and accountability for our work, doing what we say we will do, and consistently delivering a reliable, high-quality client experience that builds long-term trust.

While an established client following is not a prerequisite, we welcome applicants who already have, or are developing, their own client bank. What matters most is a desire to continue growing as an adviser. We are a growth-oriented business and value individuals who are committed to continual learning, developing their technical knowledge, embracing feedback, and using technology to enhance client outcomes and efficiency.

As a relatively small firm, you will be a visible and valued part of the team. We value collaboration and aim to create a supportive, team-focused environment where advisers contribute positively and adapt as the business evolves.

Putting clients first underpins every decision we make. We act in our clients’ best interests at all times, providing independent, evidence-based advice free from conflicts, and making recommendations as if we were advising ourselves or our own families.

Working Pattern

The role operates on a hybrid basis, typically four days per week office-based and one day working remotely. This arrangement is subject to business requirements and may change over time.

We are able to offer a very attractive salary and realistic bonus structure. Base salaries range from £60,000 – £100,000 depending on experience and qualifications, with realistic uncapped OTE between £80,000 and £120,000 (subject to starting salary).

Key Responsibilities

Provide a 5-star, premium, whole of market service to clients.
Proactively acquire and develop new client relationships through networking, referrals, and company enquiries.
Grow your client bank while maintaining high standards of ongoing advice and service.
Conduct in-depth reviews of clients’ financial circumstances.
Review and respond to clients’ changing needs with appropriate solutions.
Maintain and develop a detailed knowledge of investments, pensions, and tax planning.

What’s needed for me to be considered?

Current experience as a financial adviser with competent adviser status.
Level 4 Diploma (minimum); Chartered (desirable).
Commercially minded, ambitious, and motivated to attract and grow new client relationships.
Strong communication and networking skills.
Alignment with our values, culture, and long-term approach to advice.

Please Provide a covering letter and your CV to [email protected] stating why you are applying and why you would be suitable

NO RECRUITMENT AGENCIES PLEASE.

Apply Now

Refine Your Search

holistic financial jobs in leeds, eng

Independent Financial Advisor

Personal Injury Claims Adjuster – Employer & Public liability

Claims Adjuster - Multinational

Personal Injury Claims Adjuster - Motor

Holistic Financial Adviser

Project Controls Analytics Consultant

BI Developer

Financial Adviser (Perspective Mackrill)

Domestic Abuse Case Worker (Refuge based)

Service Transition Manager

Senior Consultant – Real Estate Advisory

Enhanced Support and Grants Team Manager (maternity cover)

Lead Service Designer

Commissioning Operations Manager

Paraplanner

BUSINESS ANALYST L4(CONTRACT)

Community Manager

Commercial Manager - Buildings

Sexual Offence Examiner/Forensic Physician/Doctor -Yorkshire PT

Bridge - Navigator, Bridge-Ways

I want to receive the latest job alerts for holistic financial in leeds, eng

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