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 landscape
Requirements
- 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 requirements
Personal 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 outcomes
Remuneration
Employed Option
- Basic salary of 40,000
- Bonus of 50% of fees generated
- Flexible working arrangements
- Full paraplanning and administrative support
Self-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 bank
Benefits
- 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 culture
Search 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.
