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.