Financial Adviser

An opportunity exists to join a high performing team with a genuinely supportive culture, where you are well rewarded for providing good quality financial advice to High Net Worth clients.

If you are an existing experienced Mortgage Adviser, looking to make your first move into being a Financial Adviser, this could be the ideal role for you

You will be supported with the company's own processes and products advising clients working in specific professions.

The Company is a large, well known, Wealth Management firm, looking for an Adviser covering the Bradford/Leeds/Hull M62 corridor.

This is an ideal role for either an experienced Financial or Mortgage Adviser, who is looking to further their career advising High Net Worth professionals, with high energy levels, great communication and relationship building skills.

Level 4 Diploma in Financial Planning is essential

Key Benefits

• Competitive Salary, circa upto £60,000, plus bonus scheme


• Company Pension Scheme


• Death in Service Benefits


• Remote working


• Flexible Working


• Wide range of Employee benefits


• Supportive and developmental culture


• Car Allowance upto £6050 per annum


• 28 days holiday

Main Responsibilities

• Provide good quality, advice to clients


• Ensure all the company's policies and procedures are adhered to


• Advice must meet the company's advice standards


• Service the client bank provided


• Complete an average of 3.5 1st meetings per week and 1.5 second meeting


• Carry out role to the level expected of a Financial Adviser.

if you are an existing Financial or Mortgage Adviser looking to further your career, have bundles of energy, keen to take on a new challenge and be a good communicator, working for a well established business who have a genuinely supportive culture , then is likely to be the ideal role for you

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