Location
Harrogate
Salary £65000 - £75000 TypePermanent WorkplaceHybrid Ref89208
Financial Adviser / IFA
Salary: Up to £75,000 (depending on experience and qualifications)
Location: Harrogate (Hybrid working available)
Job Type: Full-time, Employed
Are you a qualified Financial Adviser looking to join a respected national firm with a strong support structure and a client-first approach? Were working with a leading UK-wide financial planning company with multiple offices, currently seeking a Financial Adviser to join their Harrogate team.
The Opportunity:
Youll be delivering holistic financial planning to both new and existing clients, offering tailored solutions that align with their goals. With access to a strong client base, paraplanning and admin support, and a collaborative team environment, this is a fantastic opportunity for an adviser who wants to focus on quality advice and long-term relationships.
Key Responsibilities:
1. Conduct comprehensive fact-finding and risk profiling
2. Deliver personalised financial planning across pensions, investments, tax, and protection
3. Manage and review client relationships in line with service standards
4. Generate new business opportunities and support firm-wide growth
5. Collaborate with paraplanners, administrators, and compliance teams
6. Maintain accurate, compliant client records and documentation
What Were Looking For:
7. Level 4 Diploma in Financial Planning (Chartered or working towards Level 6 preferred)
8. CAS status and current SPS
9. Minimum 23 years experience in a financial advice role
10. Strong knowledge of pensions, investments, tax planning, and protection
11. Excellent communication, relationship-building, and organisational skills
12. Experience with Intelligent Office (IO) is desirable
Whats on Offer:
13. Competitive salary up to £75,000
14. Hybrid working flexibility
15. 25 days holiday + bank holidays
16. Pension scheme, life assurance, and other standard benefits
17. Discretionary bonus and career development opportunities
18. Supportive, collaborative team culture with national infrastructure
If youre a motivated adviser looking to join a forward-thinking firm that values professionalism, client care, and long-term growth, wed love to hear from you.