Financial Adviser

Financial Adviser

Silsden, West Yorkshire

£50,000 - £55,000 basic + bonus + benefits

OTE £60,000+ | Immediate start available

An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden.

You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships.

This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.

The Role

You will provide holistic financial advice to an established client base across Yorkshire, covering:

• Investments
• Pensions and retirement planning
• Tax planning
• Protection and insurance solutions

The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.

Key responsibilities

• Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectives
• Analysing client information and preparing suitable financial plans and recommendations
• Completing detailed risk assessments
• Researching the market and recommending appropriate products and services
• Designing and implementing financial strategies
• Supporting clients to make informed financial decisions
• Maintaining accurate and compliant client records
• Reviewing and responding to clients’ changing needs and circumstances
• Liaising with product providers, head office and other professionals (e.g.
  
  solicitors, estate agents)
• Keeping up to date with financial products, legislation and regulatory requirements
• Producing clear and compliant financial reports

About you

• Level 4 Diploma qualified in Financial Planning (minimum requirement)
• (Chartered status advantageous but not essential)
• 2 to 5 years’ experience as a Financial Adviser
• Strong knowledge of investments, pensions, tax planning and protection
• Excellent communication and relationship-building skills
• Self-motivated, professional and well-organised
• Confident working independently while also contributing to a team environment

What is on offer:

• £50,000 to £55,000 basic salary (depending on experience and qualifications)
• Bonus structure + OTE £60,000+
• Existing client bank provided
• Full administrative and paraplanning support
• Supportive, established business with genuine long-term career prospects
• Benefits package to be discussed at interview stage

Interested? Please apply with your updated CV.

INDHS 

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You may be contacted directly by the employer should they wish to progress your application.

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