Location
Harrogate
Salary £45000 - £50000 TypePermanent WorkplaceHybrid Ref89209
Wealth Builder / Financial Adviser
Salary: Up to £50,000 (depending on experience and qualifications)
Location: Harrogate Hybrid (3 days in office, 2 days remote)
Job Type: Full-time, Permanent
Are you a newly qualified Financial Adviser looking to build your career in a supportive, client-focused environment? Were working with a national financial planning firm with multiple offices across the UK, currently seeking a Wealth Builder to join their Harrogate team.
The Role:
This is an ideal opportunity for a CAS-signed-off adviser who enjoys building relationships and helping clients achieve their financial goals. Youll be working with a portfolio of lower-complexity clients, focusing on telephone/virtual based advice rather than face-to-face meetings. The role is perfect for someone at the trainee adviser level who is ready to take the next step in their career.
Key Responsibilities:
1. Provide holistic financial advice to clients with straightforward needs
2. Conduct telephone-based reviews and fact-finding
3. Help clients plan for their financial goals, including savings, pensions, and protection
4. Maintain accurate records and ensure compliance with regulatory standards
5. Collaborate with internal teams to deliver a seamless client experience
About You:
6. Level 4 Diploma in Financial Planning (minimum)
7. CAS status is essential
8. Strong communication and relationship-building skills
9. Comfortable working in a hybrid environment
10. Eager to grow and develop within a national firm
Whats on Offer:
11. Competitive salary up to £50,000
12. Hybrid working (3 days in Harrogate office)
13. Supportive team environment with national infrastructure
14. Career development opportunities within a growing business
15. Standard benefits package
If youre a qualified adviser ready to focus on client relationships and long-term planning, without the pressure of complex cases, this could be the perfect role for you.