Independent Financial Adviser (Servicing)

Job details

Location

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

Pay
£50,000 – £65,000
Job type
Full-time, Permanent
Shift
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 (minimum 3–4 days in the office).

How to Apply

Please send applications with a covering letter to service@claritywealth.co.uk

Job Description

Are you an experienced financial adviser who loves working with clients — but doesn’t want the pressure of sales targets?
If so, this could be the perfect role for you.

This is a servicing adviser role only — meaning we want you to focus 100% on retaining and supporting our existing clients. You will not be responsible for new business generation.

At Clarity Wealth Limited we believe in putting the client at the front of our advice process. This means we concentrate on holistic financial planning while being truly independent and directly authorised by the FCA. We have no contingent relationships with funds or providers and use metric-based research to ensure we provide client-centric advice. This means as an adviser you can engage and service your clients knowing that you are providing a fantastic service.

This is a unique opportunity for an experienced financial adviser who thrives on building long-term client relationships and delivering exceptional service, without the pressure of sales targets.

Whilst it is not a pre-requisite, we would welcome applicants with an established client following or those who can bring their own client bank. However, what matters most is your ability to deliver ongoing service excellence and help clients achieve their goals. Whether you are currently employed or self-employed looking to move into an employed role, we would welcome your application. Most importantly, you must align with our company values and culture.

As we are a relatively small company you will feel part of a growing and ambitious team that will support you wherever necessary with the right tools, technology, and office space to succeed. This also means you will need to bring initiative, with the willingness to adapt as the business develops and evolves.

This role is offered on a hybrid working basis, but as client meetings are mainly office-based, you will be expected to spend at least 3–4 days per week in the office.

We are able to offer a very attractive salary and discretionary bonus. Base salaries range from £50,000 – £65,000 depending on experience, with bonuses linked to company performance and team contribution, ensuring success is rewarded collectively.

Key Responsibilities

  • Provide a 5-star, premium, whole of market service to clients.
  • Build and maintain long-term client relationships with a strong service focus.
  • Conduct regular, in-depth reviews of clients’ financial circumstances.
  • Respond proactively to clients’ changing needs with appropriate planning solutions.
  • Work closely with the wider team to ensure seamless client support.
  • Maintain and develop detailed knowledge of pensions, investments, 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).
  • A service-first mindset with a passion for client relationships.
  • Strong communication and interpersonal skills.

Please Provide a covering letter and your CV to service@claritywealth.co.uk stating why you are applying and why you would be suitable

NO RECRUITMENT AGENCIES PLEASE.