Employed Financial Advisor job in West Yorkshire

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1221
  • Salary/OTEcirca £60,000
  • Vacancy LocationWest Yorkshire
  • RemunerationEmployed
  • RegionNorth West
Job description

 This employed Financial Advisor job in West Yorkshire provides you with a quality client bank for you to takeover servicing

The current Financial Advisor is looking to retire, therefore wants to undertake a handover period with you to ensure clients have continuity of service. It is a quality client bank with elements of untapped potential for you to utilise. Offering 3 service levels which is entirely personalised to each client with remote, 1 F2F or 2 F2F reviews per annum where they add significant value for anyone

You will be joining a team of 7 Financial Advisors plus a support team of 7

A mixture of office, home working and out meeting clients f2f

Financial Advisor Requirements

  • You must be a current Financial Advisor
  • You must be Level 4 DipFA or DipPFS qualified
  • Ideally you will have experience in client retention with cashflow modelling

The Company

The firm was established in 2002 and has grown organically and through acquisitions. Whilst the bulk of their assets under management are on open architecture the firm established discretionary fund management in 2019. With two highly credible fund managers managing a range of model portfolios, each to a different level of investment risk which are low cost, efficient and actively managed, they aim to achieve the best risk-managed returns through their strategic and tactical asset allocation decisions and fund selection. Additionally, the firm will be offering bespoke DFM to high-net-worth clients.

Financial Advisor Benefits

  • Salary of circa £60,000 plus bonus
  • The recurring income of the client bank is sufficient to validate their salary
  • 25 days holiday plus bank holidays and a workplace pension
  • Mileage paid at 45p per mile


West Yorkshire 

Call us now on 0208 0044 154 or click Apply

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