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 client’s individual circumstances and goals.
Key responsibilities
* Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectives
* Analysing client information and preparing suitable financial plans and recommendations
* Completing detailed risk assessments
* Researching the market and recommending appropriate products and services
* Designing and implementing financial strategies
* Supporting clients to make informed financial decisions
* Maintaining accurate and compliant client records
* Reviewing and responding to clients’ changing needs and circumstances
* Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents)
* Keeping up to date with financial products, legislation and regulatory requirements
* Producing clear and compliant financial reports
About you
* Level 4 Diploma qualified in Financial Planning (minimum requirement)
* (Chartered status advantageous but not essential)
* 2 to 5 years’ experience as a Financial Adviser
* Strong knowledge of investments, pensions, tax planning and protection
* Excellent communication and relationship-building skills
* Self-motivated, professional and well-organised
* Confident working independently while also contributing to a team environment
What is on offer:
* £50,000 to £55,000 basic salary (depending on experience and qualifications)
* Bonus structure + OTE £60,000+
* Existing client bank provided
* Full administrative and paraplanning support
* Supportive, established business with genuine long-term career prospects
* Benefits package to be discussed at interview stage
Interested? Please apply with your updated CV.
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