Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships.This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.Key responsibilities
Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectivesAnalysing client information and preparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching the market and recommending appropriate products and servicesDesigning and implementing financial strategiesSupporting clients to make informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing needs and circumstancesLiaising with product providers, head office and other professionals (e.g. solicitors, estate agents)Keeping up to date with financial products, legislation and regulatory requirementsProducing clear and compliant financial reports
About you
Level 4 Diploma qualified in Financial Planning (minimum requirement)(Chartered status advantageous but not essential)2 to 5 years’ experience as a Financial AdviserStrong knowledge of investments, pensions, tax planning and protectionExcellent communication and relationship-building skillsSelf-motivated, professional and well-organisedConfident working independently while also contributing to a team environment
What is on offer:
£50,000 to £55,000 basic salary (depending on experience and qualifications)Bonus structure + OTE £60,000+Existing client bank providedFull administrative and paraplanning supportSupportive, established business with genuine long-term career prospectsBenefits package to be discussed at interview stage
Interested? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Job Description:
Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients.
Skills/Experience:
CII Diploma in Financial Planning or equivalent (essential)
CII Chartered Financial Planner status (desirable)
Minimum 2–3 years’ paraplanning experience, ideally within a team structure.
Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
In-depth understanding of pension arrangements and estate planning.
Proven ability to manage workload independently while delivering high-quality outputs.
Core Responsibilities:
Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
Accompany Financial Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
Collaborate closely with colleagues to meet team income objectives.
Brief Financial Planning Directors on client issues and maintain direct client contact where necessary.
Identify and share best practice ideas and contribute to continuous process improvements.
Manage your workload effectively, meeting agreed expectations for quality and timeliness.
Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16214
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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