Open role
Independent Financial Advisor (£85k OTE)
- Aggregated by CV-Library
- Leeds, West Yorkshire
- Permanent
- Full Time
- £40,000 - £40,000 Per Annum
Job Description
Financial Adviser - (York)
Salary: £40,000 (85k OTE)
Full-time | Employed or Self-Employed Options Available
About
A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.
With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes.
The Role
This is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank.
The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures.
What You'll Be Doing
Providing holistic financial planning advice to new and existing clients
Building and maintaining long-term client relationships through regular reviews and ongoing support
Delivering advice across pensions, investments, protection, retirement and estate planning
Conducting client meetings and presenting suitable recommendations in a clear and engaging manner
Identifying new business opportunities through referrals, networking and professional connections
Working closely with paraplanners and administrators to ensure a seamless client experience
Reviewing clients' financial circumstances and developing tailored planning strategies
Maintaining accurate client records and ensuring all advice complies with FCA requirements
Contributing to the growth and success of the business through a proactive and results-driven approach
Staying up to date with changes in legislation, taxation and the wider financial planning landscapeRequirements
Previous experience as a Financial Adviser within an Independent Financial Advice or Financial Planning business
Previous Paraplanning experience with strong technical knowledge across financial planning disciplines
Level 4 Diploma in Regulated Financial Planning (minimum)
Excellent interpersonal and relationship-building skills
Strong understanding of pensions, investments, protection and retirement planning
Ability to manage client relationships independently and professionally
Commercial awareness and a proven ability to generate business opportunities
Strong communication, presentation and report-writing skills
Good understanding of FCA regulations and compliance requirementsPersonal Attributes
Highly motivated and ambitious
Driven to develop long-term client relationships and grow assets under management
Professional, personable and client-focused
Self-sufficient with strong organisational skills
Positive and collaborative team player
Committed to delivering high-quality financial planning and outstanding client outcomesRemuneration
Employed Option
Basic salary of £40,000
Bonus of 50% of fees generated
Flexible working arrangements
Full paraplanning and administrative supportSelf-Employed Option
80% of new business fees
25% of ongoing fees
Flexible and autonomous working arrangement
Full back-office, paraplanning and administrative support
Opportunity to build and grow your own client bankBenefits
Flexible working setup
Choice of employed or self-employed remuneration structure
Full paraplanning and administrative support
Access to modern financial planning technology and cashflow modelling tools
Ongoing professional development and CPD support
Collaborative and supportive team cultureSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Salary: £40,000 (85k OTE)
Full-time | Employed or Self-Employed Options Available
About
A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.
With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes.
The Role
This is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank.
The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures.
What You'll Be Doing
Providing holistic financial planning advice to new and existing clients
Building and maintaining long-term client relationships through regular reviews and ongoing support
Delivering advice across pensions, investments, protection, retirement and estate planning
Conducting client meetings and presenting suitable recommendations in a clear and engaging manner
Identifying new business opportunities through referrals, networking and professional connections
Working closely with paraplanners and administrators to ensure a seamless client experience
Reviewing clients' financial circumstances and developing tailored planning strategies
Maintaining accurate client records and ensuring all advice complies with FCA requirements
Contributing to the growth and success of the business through a proactive and results-driven approach
Staying up to date with changes in legislation, taxation and the wider financial planning landscapeRequirements
Previous experience as a Financial Adviser within an Independent Financial Advice or Financial Planning business
Previous Paraplanning experience with strong technical knowledge across financial planning disciplines
Level 4 Diploma in Regulated Financial Planning (minimum)
Excellent interpersonal and relationship-building skills
Strong understanding of pensions, investments, protection and retirement planning
Ability to manage client relationships independently and professionally
Commercial awareness and a proven ability to generate business opportunities
Strong communication, presentation and report-writing skills
Good understanding of FCA regulations and compliance requirementsPersonal Attributes
Highly motivated and ambitious
Driven to develop long-term client relationships and grow assets under management
Professional, personable and client-focused
Self-sufficient with strong organisational skills
Positive and collaborative team player
Committed to delivering high-quality financial planning and outstanding client outcomesRemuneration
Employed Option
Basic salary of £40,000
Bonus of 50% of fees generated
Flexible working arrangements
Full paraplanning and administrative supportSelf-Employed Option
80% of new business fees
25% of ongoing fees
Flexible and autonomous working arrangement
Full back-office, paraplanning and administrative support
Opportunity to build and grow your own client bankBenefits
Flexible working setup
Choice of employed or self-employed remuneration structure
Full paraplanning and administrative support
Access to modern financial planning technology and cashflow modelling tools
Ongoing professional development and CPD support
Collaborative and supportive team cultureSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age