Pay
£60,000–£100,000 per year, depending on experience, qualifications and current client responsibilities.
Plus a realistic first-year bonus.
Total realistic first-year OTE: £80,000–£120,000, uncapped and dependent on starting salary.
Salary and bonus will reflect your experience, professional qualifications, performance and any existing or developing client following.
The Opportunity
Clarity Wealth Limited is looking for an ambitious, growth-oriented Independent Financial Adviser who wants to develop their career, build a valuable client bank and play an important role within a growing financial planning firm.
This is an excellent opportunity for an experienced adviser who enjoys working closely with clients, takes ownership of their performance and wants their contribution to be recognised and rewarded.
We continue to invest in the growth of the business and generate regular new client enquiries that are shared across the adviser team. There are also opportunities to take responsibility for existing client relationships while developing your own client bank through referrals, professional connections, networking and company-generated opportunities.
An established client following is not essential. However, we welcome advisers who already have, or are actively developing, their own client relationships.
We are based at Beechwood House in Roundhay, Leeds, with private parking, excellent facilities and a professional but friendly team environment.
Our Values
Our EOS values guide how we recruit, work together and look after our clients.
Client First
We put clients at the centre of every decision we make.
Our advisers are expected to act in their clients’ best interests, deliver consistently high standards of service and make recommendations as though they were advising themselves or members of their own family.
Our advice is built around holistic financial planning and genuinely independent, whole-of-market research.
As a directly FCA-authorised firm, we have no contingent relationships with particular funds or product providers. We use metric-driven and evidence-based research to ensure recommendations remain objective, robust and focused on achieving good client outcomes.
This allows our advisers to work confidently, knowing they are delivering advice they genuinely believe in.
Growth Oriented
We are an ambitious and growing business and want to work with advisers who share that ambition.
You should be motivated to grow your client relationships, increase the value you deliver and continually improve as a professional.
Growth means more than generating new business. It includes:
- Developing your technical knowledge
- Working towards further professional qualifications
- Embracing constructive feedback
- Using technology to improve efficiency and client outcomes
- Developing strong professional relationships
- Looking for better ways to serve clients and support the wider business
What matters most is that you have the ambition, commercial awareness and determination to build a successful long-term career with the firm.
Strong Work Ethic
We value people who take ownership, remain accountable and consistently deliver what they have promised.
Our advisers are trusted to manage their diaries and client relationships effectively, but that autonomy comes with responsibility.
We expect advisers to be organised, responsive, reliable and committed to maintaining high professional standards.
This means following through on agreed actions, communicating clearly, taking responsibility for outcomes and contributing positively to the wider team.
Why Join Clarity Wealth Limited?
As a privately owned and growing firm, you will be a visible and valued member of the business rather than simply one adviser among hundreds.
You will have the opportunity to contribute ideas, influence how the firm develops and build your career alongside the continued growth of the company.
Our clients are our main stakeholders. We are not owned by a product provider, investment company or external shareholder whose interests could influence the advice we provide.
You will benefit from:
- A competitive salary of £60,000–£100,000
- Realistic first-year OTE of £80,000–£120,000
- An uncapped bonus opportunity
- Regular company-generated new client enquiries
- Opportunities to take responsibility for existing client relationships
- Genuinely independent, whole-of-market advice
- Metric-driven investment and provider research
- Paraplanning and administration support
- Modern technology and efficient processes
- A clear remuneration and career progression framework
- Autonomy over your diary and client relationships
- A supportive and collaborative team environment
- The opportunity to grow your client bank and earnings over time
- The chance to play a meaningful role in the development of an ambitious independent firm
Working Pattern
The role operates on a hybrid basis, typically consisting of four days per week in our Leeds office and one day working remotely.
This arrangement is subject to business requirements and may change over time.
Advisers have autonomy over their diaries but are expected to prioritise client needs, team collaboration and meaningful in-person engagement with colleagues and clients.
Key Responsibilities
- Provide a premium, independent and whole-of-market financial planning service to existing and new clients
- Build trusted, long-term client relationships
- Proactively acquire and develop new client relationships through referrals, networking, professional connections and company-generated enquiries
- Grow and manage your client bank while maintaining consistently high standards of advice and service
- Conduct detailed reviews of clients’ financial circumstances, objectives and existing arrangements
- Develop and present suitable financial planning recommendations
- Respond proactively to clients’ changing circumstances and planning needs
- Maintain accurate, compliant and up-to-date client records
- Work effectively with paraplanning, administration, operations and compliance colleagues
- Maintain and develop strong technical knowledge across investments, pensions, retirement planning and taxation
- Contribute positively to the continued development and growth of the firm
- Take ownership of agreed actions and ensure clients receive a reliable and high-quality experience
What We Are Looking For
To be considered, you will need:
- Current or recent experience as a Financial Adviser
- Competent Adviser Status
- A Level 4 Diploma in Regulated Financial Planning, or an equivalent recognised qualification
- A minimum of one year’s experience providing regulated financial advice
- Strong communication and relationship-management skills
- A commercially minded and growth-oriented approach
- The motivation to develop new and existing client relationships
- The ability to take ownership of your work and deliver on commitments
- A commitment to maintaining high professional and ethical standards
- A willingness to embrace feedback, technology and continual professional development
- The confidence to work independently while contributing positively to a collaborative team
- Clear alignment with our Client First, Growth Oriented and Strong Work Ethic values
Chartered status is desirable but is not an essential requirement.
Benefits
- 30 days’ annual holiday
- Bank holidays
- Your birthday off
- Company pension
- Life insurance
- Employee discounts
- Access to financial planning services
- Paid volunteer time
- Staff social events
- Flexible hybrid working, typically four office-based days per week
- Free private parking
- Excellent on-site office facilities- table tennis, darts, coffee ,tea
Additional Information
Job type: Full-time, permanent
Location: Hybrid, Leeds LS8 2LQ
Applicants must be able to commute reliably to our Roundhay office or be willing to relocate before starting the role.
Application Question
Do you currently hold Competent Adviser Status and the relevant Level 4 qualification required to provide regulated financial advice in the UK?
Please provide a brief covering letter explaining:
- Why you are applying
- Why you believe you would be suitable for the role
- How your approach aligns with our Client First, Growth Oriented and Strong Work Ethic values
No recruitment agencies, please.
Job Types: Full-time, Permanent
Pay: £60,000.00-£100,000.00 per year
Benefits:
- Company events
- Company pension
- Employee discount
- Financial planning services
- Free parking
- Life insurance
- On-site parking
- Paid volunteer time
Ability to commute/relocate:
- Leeds LS8 2LQ: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you currently have competent adviser status and the relevant level 4 dimploma to provide regulated financial advice in the UK?
Experience:
- financial adviser: 1 year (required)
Work Location: Hybrid remote in Leeds LS8 2LQ
