Harrogate
Wealth Builder / Financial Adviser
Salary: Up to £50,000 (depending on experience and qualifications)
Location: Harrogate – Hybrid (3 days in office, 2 days remote)
Job Type: Full-time, Permanent
Are you a newly qualified Financial Adviser looking to build your career in a supportive, client-focused environment? We’re working with a national financial planning firm with multiple offices across the UK, currently seeking a Wealth Builder to join their Harrogate team.
The Role:
This is an ideal opportunity for a CAS-signed-off adviser who enjoys building relationships and helping clients achieve their financial goals. You’ll be working with a portfolio of lower-complexity clients, focusing on telephone/virtual based advice rather than face-to-face meetings. The role is perfect for someone at the trainee adviser level who is ready to take the next step in their career.
Key Responsibilities:
- Provide holistic financial advice to clients with straightforward needs
- Conduct telephone-based reviews and fact-finding
- Help clients plan for their financial goals, including savings, pensions, and protection
- Maintain accurate records and ensure compliance with regulatory standards
- Collaborate with internal teams to deliver a seamless client experience
About You:
- Level 4 Diploma in Financial Planning (minimum)
- CAS status is essential
- Strong communication and relationship-building skills
- Comfortable working in a hybrid environment
- Eager to grow and develop within a national firm
What’s on Offer:
- Competitive salary up to £50,000
- Hybrid working (3 days in Harrogate office)
- Supportive team environment with national infrastructure
- Career development opportunities within a growing business
- Standard benefits package
If you’re a qualified adviser ready to focus on client relationships and long-term planning, without the pressure of complex cases, this could be the perfect role for you.