Job Description
Financial Adviser
Silsden, West Yorkshire
£50,000 - £55,000 basic + bonus + benefits
OTE £60,000+ | Immediate start available
An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships.
This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.
The Role
You will provide holistic financial advice to an established client base across Yorkshire, covering:
* Investments
* Pensions and retirement planning
* Tax planning
* Protection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each clients individual circumstances and goals.
Key responsibilities
1. Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives
2. Analysing client information and preparing suitable financial plans and recommendations
3. Completing detailed risk assessments
4. Researching the market and recommending appropriate products and services