What Jobs are available for Financial Advisors in Leeds?

This role is based outside the UK and commences in Malta in January 2026 for 6 to 8 weeks before relocation to an international office of your choice.

deVere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with six to eight weeks in Malta , immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office of your choice, worldwide, to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!

• Lead the development and execution of the annual budgeting and long-term strategic planning processes.
• Manage and mentor the FP&A team, fostering a high-performance culture.
• Develop and implement robust financial models to support forecasting and scenario analysis.
• Prepare insightful monthly, quarterly, and annual financial reports for senior management and the board.
• Analyze financial performance, identify trends, and provide actionable recommendations for improvement.
• Collaborate with department heads to understand their financial needs and provide support for their planning activities.
• Drive process improvements within the FP&A function to enhance efficiency and accuracy.
• Contribute to strategic decision-making by providing financial expertise and insights.
• Ensure the integrity and accuracy of financial data.
• Develop key performance indicators (KPIs) and dashboards to track business performance.

• Qualified Accountant (ACA, ACCA, CIMA or equivalent).
• Minimum 8 years of FP&A experience, with 3+ years in management.
• Advanced proficiency in Excel and financial modelling tools.
• Strong understanding of financial reporting standards and principles.
• Excellent analytical, problem-solving, and communication skills.
• Experience with ERP systems and BI tools is a plus.

• Lead the development and execution of the annual budgeting and long-range planning processes.
• Prepare monthly, quarterly, and annual financial forecasts, ensuring accuracy and providing variance analysis against actual results and budget.
• Develop sophisticated financial models to support strategic initiatives, investment decisions, and scenario planning.
• Analyze financial performance, identifying key trends, risks, and opportunities, and providing actionable recommendations to senior management.
• Collaborate closely with business leaders across all departments to understand operational drivers and their financial implications.
• Enhance financial reporting capabilities, ensuring clarity, accuracy, and timeliness of management reports.
• Oversee the development and maintenance of financial dashboards and key performance indicators (KPIs).
• Drive continuous improvement in FP&A processes and systems, leveraging technology to enhance efficiency and insights.
• Mentor and develop a team of finance professionals, fostering a high-performance culture.
• Stay current with accounting principles, financial regulations, and industry best practices.
• Present financial insights and recommendations to executive leadership.

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Professional qualification (e.g., ACA, ACCA, CIMA, MBA) is highly preferred.
• Minimum of 7 years of progressive experience in financial planning and analysis, preferably within a complex corporate environment.
• Proven expertise in financial modeling, forecasting, budgeting, and variance analysis.
• Strong understanding of financial statements and accounting principles.
• Proficiency in financial planning software (e.g., Hyperion, Anaplan, SAP BPC) and advanced Excel skills.
• Excellent analytical, critical thinking, and problem-solving abilities.
• Exceptional communication and presentation skills, with the ability to articulate complex financial information to non-financial stakeholders.
• Demonstrated leadership and team management experience.
• Experience working in a hybrid work model, balancing remote and office-based responsibilities.

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.

The Benefits:

• All leads are professionally introduced through a robust lead generation process
• Attractive remuneration terms
• Full paraplanning and admin support
• Market focused training provided
• Business and personal development
• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
• National coverage.
• Many great opportunities for Advisers to really maximise their earning potential.

The Role:

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
• Prepare sound financial plans to ensure clients meet their targets
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships
• Customise financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

About You:

• Proven experience as a financial planner
• Ability to analyse financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Diploma in Financial Services

Qualifications:

• Diploma in Financial Advice
• Industry Sales experience
• Strong understanding of investment and pension business
• Excellent interpersonal skills goals.
• Ambition and Hunger

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.

The Benefits:

• All leads are professionally introduced through a robust lead generation process
• Attractive remuneration terms
• Full paraplanning and admin support
• Market focused training provided
• Business and personal development
• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
• National coverage.
• Many great opportunities for Advisers to really maximise their earning potential.

The Role:

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
• Prepare sound financial plans to ensure clients meet their targets
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships
• Customise financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

About You:

• Proven experience as a financial planner
• Ability to analyse financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Diploma in Financial Services

Qualifications:

• Diploma in Financial Advice
• Industry Sales experience
• Strong understanding of investment and pension business
• Excellent interpersonal skills goals.
• Ambition and Hunger

Job Title: Financial Inclusion Adviser (Be Wise)

Location: Homebased - Nationwide

Contract & Hours: Full time, maternity cover- October 2025- September 2026

Salary: £30,000 - £34,066 per annum pro rata

About the role:

Reporting into the Financial Inclusion Team Leader, you will provide high-quality advice and support to residents, applicants and colleagues on welfare rights, affordability, energy issues and financial inclusion. You will help maximise income by supporting residents to make benefit claims or challenge decisions, advocating with stakeholder organisations when residents are unable to pursue matters themselves, assisting residents with budgeting, and signposting to relevant debt or energy support agencies. In doing so, you will support residents to feel more secure in their homes while also helping Anchor to sustain tenancies and minimise arrears.

This role is central to Anchor's commitment to ensuring residents can access consistent, specialist advice at every stage of their housing journey. You will also deliver training to colleagues to improve awareness of welfare benefits and build confidence in supporting residents.

Duties and responsibilities include:

• Provide advice, representation and advocacy on welfare benefits and financial inclusion in line with agreed procedures and quality standards.
• Manage a complex caseload, ensuring accurate case recording and timely outcomes.
• Support residents and colleagues to maximise income and manage affordability through benefit checks and income and expenditure assessments.
• Deliver training and guidance to colleagues on welfare benefits and financial inclusion issues.
• Contribute to Anchor maintaining its Advice Quality Standard accreditation.
• Provide generalist advice on energy efficiency, and advocate on behalf of residents who are unable to communicate independently with their utility providers to resolve disputes.
• Promote Anchor's reputation through the provision of valued, high-quality advice.

About you

You will have:

• Specialist knowledge of welfare benefits, including entitlements, application processes and challenging decisions.
• Experience providing advice in a customer-focused environment.
• Experience supporting vulnerable people facing challenges such as poor health or low literacy.
• Experience managing a complex benefits caseload and meeting outcome targets.
• Ability to carry out income and expenditure assessments to support affordability.
• Ability to explain complex benefit issues clearly and empathetically.
• Strong written communication skills for correspondence with DWP, local authorities and appeals.
• Confidence to deliver training and guidance to colleagues.
• Good IT skills (Word, Excel, Outlook, MS Teams) to support case recording, clear communication and effective record keeping.
• Experience handling confidential information appropriately.

If you would like to learn more about Anchor's Housing Service division, please copy and paste the following link into a new web browser , where you will be able to find details of typical roles we recruit, as well as example role profiles.

Anchor – a great place to work

Anchor is England's largest not-for-profit providers of care and housing for older people. Our heartfelt ambition is to transform housing and care so everyone can have a home where they love living in later life.

We're not-for-profit which means every penny we make or save is invested in the people who live with us, the places they live and the people who work here. That means a better standard of care and customer service, better wages, more investment in training and development and improved facilities.

Our values

Every one of us can make a difference to our residents and play a part in shaping homes and services around their needs.

Our Anchor values of being Accountable, Respectful, Courageous and Honest apply to us all, whether you manage colleagues as part of your role or not.

Displaying our values can influence those around us to do the same. We can all be leaders at Anchor and should all be driven by the same customer ethos. Our Anchor Leadership Framework helps align these values with the skills and behaviours we demonstrate.

A rewarding environment

From health and happiness to finance and your career, we'll give you all the support you need.

Health & happiness

• Gym, fitness and wellbeing discounts
• Mental health support
• Flexible working options
• Access to online GP appointments

Finance

• Pension plan – contribute between 4% and 8% and we'll match it or better
• Quick and easy pension transfer service
• Savings and financial advice, loans, free life assurance
• Discounts on shopping, holidays, phones, technology and more

Career

• Ongoing personal and professional development programme
• Leadership Pathways online learning resources
• Career progression and promotion opportunities

To see our full range of benefits, check out our dedicated being well website Please follow the link or copy and paste into your browser

Celebrating diversity, celebrating you

Anchor is proud to be an equal opportunity employer. We aim to celebrate diversity and inclusion in all that we do, as we know that the more diverse our colleagues are, the better care and support we can give to our residents and each other.

We are proud to have an LGBT+ group for our residents, and also Disability, LGBT+ and race and ethnicity colleague networks. These work to celebrate diversity, address concerns, review policy and practice and empower their members. We also have an Inclusive Ambassador network to allow all colleagues to be part of promoting diversity and to be an ally to others.

We are a Gold Standard Inclusive Employer, a Stonewall Diversity Champion, Menopause Friendly and a signatory to the Care Leaver Covenant, HouseProud Pledge and Age Friendly Employer Pledge schemes.