Job Description
In this Employed Financial Advisor job, you will focus on delivering high quality financial advice to a mix of new and existing clients. You will benefit from a structured environment with access to potential client opportunities, alongside the flexibility of working from home and optional office access.
As an Employed Financial Advisor, your responsibilities will include:
• Providing holistic financial advice across pensions, investments and protection
• Managing and developing long term client relationships
• Working with both provided clients and self generated business
• Ensuring advice remains compliant with FCA standards
• Managing your own workload in a flexible, home based setting
This Employed Financial Advisor job suits someone who wants the security of a salary whilst still having the opportunity to increase earnings based on performance and production levels.
Employed Financial Advisor Requirements
• Essential: Minimum 2 years’ experience as a Financial Advisor
• Essential: Level 4 Diploma qualified (or equivalent)
• Essential: Strong track record of delivering compliant advice
• Desirable: Ability to manage or build a client pipeline
The Company
You will be joining an established and growing wealth management business with a strong adviser network and experienced internal support team. They provide a collaborative environment where advisors are supported to succeed and grow.
Employed Financial Advisor Benefits
• salary dependent on experience
• Bonus and earning potential linked to performance
• Access to potential client opportunities
• Hybrid role with occasional attendance to Harrogate
• Strong administrative and back office support
Location
You should be based within one hour of Harrogate.
If you are an experienced advisor seeking a flexible Employed Financial Advisor job with strong long term potential, please apply today.
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