Financial Advisor
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 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 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.
