Financial Advisor

Financial Advisor

Location:

West Yorkshire

Contract:

Permanent

Rate: £45,000 - £90,000 per annum + bonuses

Start Date:

Flexible

Contact : (url removed)

• Hybrid Working

Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from a departing adviser.

This is an exceptional opportunity to inherit a ready-made portfolio of approximately 150 households, with asset sizes ranging from £200k to £1.8m, and deliver premium, relationship-based financial planning.

Although this is a servicing-focused role, there is an opportunity to build up significant new business which will also result in bonuses for the Advisor.

• Inherit and service a high-quality client bank (circa 150 households).
• Deliver holistic financial planning including investments, pensions, protection, and cashflow modelling.
• Conduct approximately 7–8 client meetings per week, with larger clients expecting two annual reviews.
• Ensure timely meeting notes, documentation, and follow-up actions to support the paraplanning team’s production of suitability reports.
• Provide advice aligned with regulatory requirements, internal standards, and the firm’s premium service expectations.
• Identify opportunities for additional …