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
The Role
We’re working with a national financial planning firm with multiple offices across the UK. The Wealth Builder role is for a newly qualified Financial Adviser looking to build a career in a client-focused environment. The role is perfect for a CAS-signed‑off adviser at the trainee adviser level who is ready to advance.
Key Responsibilities
* Provide holistic financial advice to clients with straightforward needs.
* Conduct telephone-based reviews and fact‑finding sessions.
* Help clients plan for their financial goals, including savings, pensions and protection.
* Maintain accurate records and ensure compliance with regulatory standards.
* Collaborate with internal teams to deliver a seamless client experience.
About You
* Level 4 Diploma in Financial Planning (minimum).
* CAS status is essential.
* Strong communication and relationship‑building skills.
* Comfortable working in a hybrid environment.
* Eager to grow and develop within a national firm.
What’s on Offer
* Competitive salary up to £50,000.
* Hybrid working (3 days in Harrogate office).
* Supportive team environment with national infrastructure.
* Career development opportunities within a growing business.
* Standard benefits package.
Seniority level
Entry level
Employment type
Full-time
Job function
General Business, Management, and Business Development; Industry: Staffing and Recruiting
#J-18808-Ljbffr