Financial Advisor

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Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ | Immediate start available An 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 Role You will provide holistic financial advice to an established client base across Yorkshire, covering: * Investments * Pensions and retirement planning * Tax planning * Protection 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 objectives * Analysing client information and preparing suitable financial plans and recommendations * Completing detailed risk assessments * Researching the market and recommending appropriate products and services * Designing and implementing financial strategies * Supporting clients to make informed financ...
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Location:
Silsden
Salary:
£50,000 - £55,000 /annum bonus + benefits
Job Type:
FullTime
Category:
Accounting & Finance

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