Financial Adviser
3 days ago Be among the first 25 applicants
Salary: Up to £45,000 (depending on experience)
Hours: Monday to Friday, 9:00am – 5:00pm (35 hours per week)
Contract: Full-time, permanent (100% office-based)
About the Role
A fantastic opportunity for a dedicated and experienced Financial Adviser to join a client-first advisory firm based in Castleford. With over £135m under management and a loyal client base built almost entirely through referrals, this role offers a high-quality working environment and the chance to provide truly bespoke advice.
You’ll work closely with a small, professional team focused on delivering top-tier service in pensions, investments, and protection — with no cold calling, sales targets, or pressure selling. Just the opportunity to do great work, for clients who value it.
Key Responsibilities
* Deliver holistic financial planning to a diverse portfolio of clients
* Provide regulated advice across pensions, investments, protection, and tax planning
* Build and maintain long-term client relationships through trusted, ethical advice
* Work closely with support staff to ensure seamless client service
* Use platforms such as Transact and Fidelity, and back-office systems like Intelligent Office
Requirements
* Minimum 3 years’ experience as a Financial Adviser
* Level 4 Diploma in Financial Planning (LIBF, CII, or CISI) – desirable
* Strong technical knowledge across pensions, investments, and protection
* Excellent communication skills, both written and verbal
* High level of numeracy and attention to detail
* Strong ethical standards and a genuine client-first approach
* Must be fully committed to an office-based position
* Salary up to £45,000 (based on experience and qualifications)
* 30 days holiday per year
* Annual performance-related bonus (typically 15–20%)
* Eye care support including tests and up to £200 for glasses/contact lenses
* Supportive, collaborative, and professional working environment
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Business Consulting and Services
Referrals increase your chances of interviewing at Locomo by 2x
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