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Senior Financial Adviser — Established Portfolio

Job in Sowerby Bridge, West Yorkshire, HX6, England, UK
Listing for: MI Search Ltd
Full Time position
Listed on 2026-07-20
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Reporting
Salary/Wage Range or Industry Benchmark: 250000 - 300000 GBP Yearly GBP 250000.00 300000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Adviser — Established Portfolio, Great Bonus

MI Search Ltd. is seeking an experienced financial adviser in Ripponden near Huddersfield to take over an established client portfolio with approximately £250-300k recurring income.

The role provides access to administrative and paraplanning support and offers a basic salary up to £65,000 with a strong bonus scheme and pension benefits. The ideal candidate will hold Level 4 Diploma status (CII or equivalent), preferably working towards or possessing Chartered status, and demonstrate a

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Position Requirements
10+ Years work experience
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