Location
Silsden
Salary £45000 - £50000 TypePermanent WorkplaceOn-Site Ref89504
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 youll inherit an active client base from day one. Forget cold prospecting here, youll focus on what you do best: delivering exceptional advice and building long-term relationships.
The Role
As a Financial Adviser, youll:
1. Provide expert advice on investments, pensions, tax planning, and protection
2. Work with an engaged client base ready for ongoing support
3. Deliver advice by phone and in person
4. Meet clients both in the office and at their premises
5. Build trusted, long-term relationships
Your Day-to-Day
6. Review client finances and objectives
7. Complete risk profiling and create tailored financial plans
8. Research whole-of-market solutions
9. Recommend suitable products and update advice as needs evolve
10. Produce clear, compliant client reports
11. Meet all regulatory and disclosure standards
Support & Structure
12. Dedicated in-house administration support
13. Access to paraplanning expertise
14. Strong provider relationships
15. Ongoing business flow to keep you focused on advice, not chasing leads
What Youll Need
16. Diploma in Financial Planning (minimum)
17. Chartered status preferred
18. Strong communication skills and attention to detail
19. Confidence working independently
20. A commercial mindset with client-first focus
Package & Benefits
21. Competitive basic salary
22. Realistic bonus structure
23. Benefits tailored to your experience
Why Apply?
24. Established clients from day one
25. Strong operational support so you can focus on advice
26. Clear earning potential and career progression
27. 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.