Employed Advisor in Telford

Financial Adviser Opportunity – Established Client Bank – West Yorkshire
Are you ready to take the next step in your financial planning career? Join a well-established firm where you’ll inherit an active client base from day one. Forget cold prospecting – here, you’ll focus on what you do best: delivering exceptional advice and building long-term relationships.
The Role
As a Financial Adviser, You’ll

• Provide expert advice on investments, pensions, tax planning, and protection
• Work with an engaged client base ready for ongoing support
• Deliver advice by phone and in person
• Meet clients both in the office and at their premises
• Build trusted, long-term relationships

Your Day-to-Day

• Review client finances and objectives
• Complete risk profiling and create tailored financial plans
• Research whole-of-market solutions
• Recommend suitable products and update advice as needs evolve
• Produce clear, compliant client reports
• Meet all regulatory and disclosure standards

Support & Structure

• Dedicated in-house administration support
• Access to paraplanning expertise
• Strong provider relationships
• Ongoing business flow to keep you focused on advice, not chasing leads

What You’ll Need

• Diploma in Financial Planning (minimum)
• Chartered status preferred
• Strong communication skills and attention to detail
• Confidence working independently
• A commercial mindset with client-first focus

Package & Benefits

• Competitive basic salary
• Realistic bonus structure
• Benefits tailored to your experience

Why Apply?

• Established clients from day one
• Strong operational support so you can focus on advice
• Clear earning potential and career progression
• Long-term stability in a respected firm

Apply today to discuss this role confidentially and discover how you can thrive in a supportive, client-focused environment.