Financial Adviser Opportunity – Established Client Bank – West Yorkshire
Are you ready to take the next step in your financial planning career? Join a well-established firm where you’ll inherit an active client base from day one. Forget cold prospecting – here, you’ll focus on what you do best: delivering exceptional advice and building long-term relationships.
The Role
As a Financial Adviser, You’ll
* Provide expert advice on investments, pensions, tax planning, and protection
* Work with an engaged client base ready for ongoing support
* Deliver advice by phone and in person
* Meet clients both in the office and at their premises
* Build trusted, long-term relationships
Your Day-to-Day
* Review client finances and objectives
* Complete risk profiling and create tailored financial plans
* Research whole-of-market solutions
* Recommend suitable products and update advice as needs evolve
* Produce clear, compliant client reports
* Meet all regulatory and disclosure standards
Support & Structure
* Dedicated in-house administration support
* Access to paraplanning expertise
* Strong provider relationships
* Ongoing business flow to keep you focused on advice, not chasing leads
What You’ll Need
* Diploma in Financial Planning (minimum)
* Chartered status preferred
* Strong communication skills and attention to detail
* Confidence working independently
* A commercial mindset with client-first focus
Package & Benefits
* Competitive basic salary
* Realistic bonus structure
* Benefits tailored to your experience
Why Apply?
* Established clients from day one
* Strong operational support so you can focus on advice
* Clear earning potential and career progression
* Long-term stability in a respected firm
Apply today to discuss this role confidentially and discover how you can thrive in a supportive, client-focused environment.