Financial Advisor

Financial Advisor

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 Advisor 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 

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy.

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

Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.