Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Established financial firm in Silsden with a supportive team.
- Benefits: Competitive salary, bonus potential, and full administrative support.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 2-5 years of experience.
- Other info: Genuine long-term career prospects in a dynamic environment.
The predicted salary is between 43000 - 47000 £ per year.
An excellent opportunity has arisen for an experienced Financial Advisor 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 RoleYou 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
- 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
- £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.
Financial Advisor in Yorkshire employer: Equals One Ltd
Contact Detail:
Equals One Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend local events, and join relevant online groups. You never know who might have a lead on that perfect Financial Advisor role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face. Think about how you can showcase your experience with investments, pensions, and tax planning to impress potential employers.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find opportunities that excite you and match your skills as a Financial Advisor.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Show your enthusiasm for the role and remind them why you’re the best fit for their team.
We think you need these skills to ace Financial Advisor in Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in investments, pensions, and tax planning, and don’t forget to showcase your communication skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your background aligns with our needs. Keep it concise but impactful – we love a good story!
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma in Financial Planning and any other relevant qualifications. If you have Chartered status, make sure to highlight that too! We’re looking for someone who’s got the credentials to back up their expertise.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Equals One Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax planning. The interviewer will likely ask you to explain how you would approach a client's financial situation, so be ready to showcase your expertise and provide examples from your past experience.
✨Build Rapport
Since this role involves building long-term relationships with clients, practice your communication skills. During the interview, focus on establishing a connection with the interviewer. Show genuine interest in their firm and discuss how you can contribute to their team.
✨Prepare for Scenario Questions
Expect questions that require you to think on your feet. Prepare for scenario-based questions where you might need to outline how you would handle specific client situations. This will demonstrate your problem-solving skills and ability to tailor solutions to individual needs.
✨Showcase Your Organisational Skills
As a Financial Advisor, being organised is key. Be prepared to discuss how you manage your time and client records effectively. You might want to share any tools or methods you use to stay on top of your workload, as this will highlight your professionalism and self-motivation.
