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Financial Advisor
Job Description & How to Apply Below
Location: Silsden
Financial Adviser (Employed)
Salary: 50,000 + Benefits
OTE: 60,000
Start Date: Immediate
Are you an experienced Financial Adviser looking for a new opportunity with an established client base? We are seeking a professional adviser to provide expert guidance on investments, pensions, tax planning, and insurance products.
About the Role
You'll work closely with an in-house team of administrators and paraplanners to service existing clients and help grow the business. This role involves a mix of telephone and face-to-face advice, delivering tailored financial solutions that meet individual client needs.
Key Responsibilities
- Conduct in-depth reviews of clients' financial circumstances and future goals
- Analyse information and prepare bespoke financial plans
- Research the marketplace and recommend suitable products
- Design financial strategies and assist clients in making informed decisions
- Maintain compliance with regulatory requirements
- Build strong relationships with clients and liaise with providers
What We're Looking For
- Diploma qualified or chartered in financial planning
- Strong communication and organisational skills
- Self-motivated, numerate, and able to work independently
- Previous experience in financial advice, including investments and pensions
Benefits
- Competitive salary with bonus structure
- Additional benefits based on qualifications and experience
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