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Financial advisor

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Location

York

Salary £50000 - £65000
TypePermanent
WorkplaceOn-Site
Ref89147

Financial Advisor – York

Salary: Up to £95,000 (depending on experience) + bonus
Location: York | Hybrid working available

Are you an experienced Financial Advisor looking to join a reputable, client-focused wealth management firm that offers excellent earning potential and career growth?

We’re partnering with a highly regarded financial planning practice in York that’s looking to bring on a skilled Financial Advisor to provide holistic financial advice and strengthen their growing team.

? Key Responsibilities:

  • Deliver tailored financial advice across pensions, investments, protection, and tax planning

  • Build and maintain long-term client relationships

  • Manage both existing and new client portfolios

  • Work collaboratively with in-house Paraplanners and Administrators

  • Stay up to date with market trends and FCA regulations

? About You:

  • Level 4 Diploma qualified (DipFA / CII / equivalent) or chartered or working towards

  • Proven experience as a Financial Advisor or Wealth Manager

  • Excellent communication and relationship-building skills

  • Ambitious, client-driven, and professional

  • Desire to progress towards Chartered status (support provided)

? What’s on Offer:

  • Competitive salary up to £95,000 + performance bonus

  • Full paraplanning and administrative support

  • Hybrid and flexible working options

  • Clear progression within a respected wealth management firm

If you’re ready to take your career to the next level within a trusted and supportive environment, we’d love to hear from you.

? Apply now or send your CV to Ameliah.Yarwood@weareedenrose.com

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