Financial Advisor Location: West Yorkshire Contract: Permanent Rate: £45,000 - £90,000 per annum bonuses Start Date: ASAP Contact: greg.waite@servicecare.org.uk *Hybrid Working* Job Description Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from a departing adviser. This is an exceptional opportunity to inherit a ready-made portfolio of 100 households, with asset sizes up to £2m, and deliver premium, relationship-based financial planning. Although this is a servicing-focused role, there is an opportunity to build up significant new business which will also result in bonuses for the Advisor. Key Responsibilities Inherit and service a high-quality client bank Deliver holistic financial planning including investments, pensions, protection, and cashflow modelling. Conduct client meetings each week, with larger clients expecting two annual reviews. Ensure timely meeting notes, documentation, and follow-up actions to support the paraplanning team’s production of suitability reports. Provide advice aligned with regulatory requirements, internal standards, and the firm’s premium service expectations. Identify opportunities for additional planning, ensuring client needs are continually met. Build long-term relationships and deliver a consistent, high-touch client experience. Candidate Criteria Level 4 qualified (DipPFS / DipFA or equivalent). Proven experience advising private clients, ideally with £200k–£1.5m portfolios. Strong technical competence across investments, pensions, tax planning, and retirement strategy. Ability to deliver compliant, client-focused financial planning. Highly organised with excellent communication and relationship-building skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.