North Yorkshire | Hybrid Working£65,000 – £75,000 Basic + Bonus
An established wealth management firm is seeking an experienced Financial Adviser to join following a recent acquisition in North Yorkshire.
This opportunity is offering a strong basic salary, clear bonus structure and long-term salary progression, alongside access to High Net Worth clients and supported new business generation.
The Role
You will be responsible for:
* Advising HNW individuals with investable assets of £300k+
* Developing new client relationships with support from an internal lead-generation team
* Managing and developing an inherited client portfolio
* Providing holistic financial advice across investments, retirement and estate planning
* Working closely with a dedicated paraplanning and admin support team
Package & Benefits
* Basic salary: £65,000 – £75,000 (higher available for exceptional candidates)
* Bonus: 30% of initial fees on new business
* Salary progression:
o Annual review after year one
o Base salary re-assessed and increased based on new business generated
* Hybrid working
* Full compliance, paraplanning and operational support
* Long-term employed career opportunity (not self-employed)
About You
* Level 4 Diploma qualified (Chartered or working towards desirable)
* Minimum 2–5 years’ experience as a Financial Adviser
* Proven experience advising High Net Worth clients
* Strong relationship-building and new business skills
* Professional, client-centric and compliance-focused approach
Why Apply?
* High-quality HNW client base
* Genuine earning potential without high risk
* Clear, transparent bonus and progression structure
* Strong support to allow you to focus on advising
* Secure role within a growing, well-capitalised firm
Apply now or contact us in confidence to find out more.