Our client is looking to welcome a Financial Adviser into their team in Harrogate, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to: - Provide technical and investment advice on all aspects of client’s requirements and wealth management planning - Create, build and maintain long-term client relationships, through quality of service and advice - Communicate information to clients in a manner appropriate for their level of understanding - Maintain own knowledge of current affairs and the potential impact on client issues - Explain the potential benefits and disadvantages of various products and services recommended to clients - Conduct research and data analysis for both the client and special projects - Keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role - Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA) - Adopt an open, honest approach and deal with all aspect client affairs with integrity The successful applicants will: - Have a Level 4 Diploma in Financial Planning - Have a minimum of 2 years’ experience in a Financial Adviser capacity - Have strong understanding of the full range of pensions and wealth management planning solutions - Be highly driven, self-motivated, have high initiative and be a good team player - Be able to research, analyse and interpret a diverse range of highly technical information - Possess excellent communication and negotiation skills - Have excellent literacy, numeracy, and IT skills - Be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally - Have an ethical and professional approach to work Qualification requirements We expect an individual in this role to hold the following qualifications: - The minimum level is “level 4” Diploma with the aim of achieving Chartered status