Mortgage Advisors to Financial Advisor

Mortgage Advisors looking to move into a Financial Advice!

Job Title: Financial Adviser – Mortgage to Wealth

Location: Leeds (Hybrid)

Salary: £38,000 - £55,000

Benefits: Up to 10% matched pension contributions, critical illness cover, income protection, death in service, 27 days holiday + bank holidays (with the option to buy 10 more), PMI, dental insurance, and a range of flexible lifestyle benefits.

This national financial services partnership has been supporting clients and advisers for over 50 years. With a strong reputation for progression, training, and community, it offers advisers a structured pathway to long-term success. You’ll be part of a culture that values inclusivity, development, and flexibility, with the support of a nationwide network of experienced professionals.

We’re seeking experienced Mortgage & Protection Advisers who are ready to take the next step into wealth management. This role provides the opportunity to complete the in-house Business School programme and achieve the Level 4 Diploma in Regulated Financial Planning, moving into a secure employed position as a fully qualified Wealth Adviser.

From day one, you’ll benefit from expert-led training, tailored mentoring, and clear career progression — enabling you to expand your advice offering, strengthen client relationships, and build a rewarding long-term career in wealth advice.

• Deliver high-quality mortgage and protection advice while working towards transitioning into full wealth advice
• Complete structured training and development through the in-house Business School
• Achieve the Level 4 Diploma in Financial Planning with full study and exam support
• Learn how to deliver holistic financial planning, creating long-term client value
• Build strong client relationships, ensuring excellent outcomes and ongoing engagement
• Work towards targets, ensuring both compliance and commercial success

• CEMAP (or equivalent qualification)
• Proven experience in Mortgage and Protection Advice
• Strong communication skills with the ability to inspire and build trust with clients
• Demonstrable track record of meeting or exceeding targets
• Resilient, adaptable, and motivated to progress into wealth advice
• Integrity, drive, and a continuous improvement mindset