In this Employed Financial Advisor job, you will focus on delivering high quality financial advice to a mix of new and existing clients. You will benefit from a structured environment with access to potential client opportunities, alongside the flexibility of working from home and optional office access.
As an Employed Financial Advisor, your responsibilities will include:
Providing holistic financial advice across pensions, investments and protection
Managing and developing long term client relationships
Working with both provided clients and self generated business
Ensuring advice remains compliant with FCA standards
Managing your own workload in a flexible, home based setting
Managing and developing long term client relationships
Working with both provided clients and self generated business
Ensuring advice remains compliant with FCA standards
Managing your own workload in a flexible, home based setting
This Employed Financial Advisor job suits someone who wants the security of a salary whilst still having the opportunity to increase earnings based on performance and production levels.
Employed Financial Advisor Requirements
Essential: Minimum 2 years experience as a Financial Advisor
Essential: Level 4 Diploma qualified (or equivalent)
Essential: Strong track record of delivering compliant advice
Desirable: Ability to manage or build a client pipeline
Essential: Level 4 Diploma qualified (or equivalent)
Essential: Strong track record of delivering compliant advice
Desirable: Ability to manage or build a client pipeline
You will be joining an established and growing wealth management business with a strong adviser network and experienced internal support team. They provide a collaborative environment where advisors are supported to succeed and grow.
salary dependent on experience
Bonus and earning potential linked to performance
Access to potential client opportunities
Hybrid role with occasional attendance to Harrogate
Strong administrative and back office support
Bonus and earning potential linked to performance
Access to potential client opportunities
Hybrid role with occasional attendance to Harrogate
Strong administrative and back office support
You should be based within one hour of Harrogate.
If you are an experienced advisor seeking a flexible Employed Financial Advisor job with strong long term potential, please apply today.
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