At a Glance
- Tasks: Provide expert financial advice and manage client relationships in a dynamic environment.
- Company: Established financial planning practice with a progressive approach.
- Benefits: Competitive salary, active client bank, and supportive team environment.
- Other info: Opportunity for career growth and to inherit a substantial client base.
- Why this job: Join a thriving team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma-qualified with experience in financial planning or private wealth.
The predicted salary is between 45000 - 60000 £ per year.
Location: Harrogate
Basic Salary: £45,000 - £60,000 (subject to experience)
My client is looking to recruit a Financial Advisor to join their established and progressive Financial Planning practice, with a view of replacing a retiring Financial Advisor. You would have the opportunity to work closely with an experienced team, whilst inheriting an active client bank with a recurring fee income of £150,000 per annum, approx. £21 million AUM.
Required Skills
- Level 4 Diploma-qualified.
- CAS and SPS preferred.
- A background in financial planning, private wealth, or family office environments.
- Skilled at developing professional connections and generating new business.
- Confident working independently and comfortable in a small, self-driven team.
Apply Please send your application to .co.uk or call Stuart directly.
Independent Financial Advisor - Employed in Harrogate employer: Reward Recruitment
As a leading specialist in financial services, our company offers an exceptional work environment for Private Wealth Managers in Huddersfield, where you can thrive in a culture that prioritises relationship building and strategic collaboration. We provide competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our employees are well-supported in their career journeys while making a meaningful impact on the lives of high net-worth clients.
