Financial Advisor

Financial Advisor – Silsden, West Yorkshire

Earnings: £50,000 - £55,000 basic + bonus + benefits; OTE £60,000+.

Immediate start available.

An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long‑term relationships.

This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back entrevista team.

You will provide holistic financial advice to an established client base across Yorkshire, covering:

• Investments
• Pensions and retirement planning
• Tax planning secrecy anum
• Protection and insurance solutions

The role will involve a mix of face‑to‑face and telephone-based advice, delivering tailored solutions to meet each client's individual circumstances and goals.

• Conducting in-depth reviews of clients' financial circumstances, current arrangements and future objectives
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• Analyzing client information and preparing suitable financial plans and recommendations
• Completing detailed risk assessments
• Researching the market and recommending appropriate products and services
• Designing and implementing financial strategies
• Supporting clients to make informed financial decisions
• Maintaining accurate and compliant client records
• Reviewing and responding to clients' changing needs and circumstances
• Liaising with product providers, head office and other professionals (e.g., solicitors, estate agents)
• Keeping up to date with financial products, legislation and regulatory requirements
• Producing clear and compliant financial reports

• Level 4 Diploma qualified in Financial Planning (minimum requirement)
• Chartered status advantageous but not essential
• 2 to 5 years' experience as a Financial Adviser
• Strong knowledge of investments, pensions, tax planning and protection
• Excellent communication and relationship‑building skills
• Self‑motivated, professional and well‑organised
• Confident working independently while also contributing to a team environment

• £50,000 – £55,000 basic salary (depending on experience and qualifications)
• Bonus structure + OTE £60,000+
• Existing client bank provided
• Full administrative and paraplanning support
• Supportive, established business with genuine long‑term career prospects
• Benefits package to be discussed at interview stage

Please apply with your updated CV.