Financial Adviser

Ready to Build Your Future with a Client Bank You Can Grow? Join a Chartered Firm Where Your Success is Backed by £15M AUM and a Vision for Expansion Are you a driven Financial Adviser who thrives on relationship-building and wants to hit the ground running with an existing client base? Join a respected, independent Chartered Financial Planning firm based in Yorkshire, managing over £300 million in assets and serving the community for over two decades. As part of our exciting 5-year growth strategy, we’re offering a rare opportunity to take ownership of a client portfolio worth c.£15 million AUM—and the support and structure to grow it even further. Starting salary: £40,000 - £50,000 + Bonus (no validation target earn bonus on everything you write) Why This Role is a Game-Changer: • Start with Substance – You’ll inherit an active client bank, providing an immediate platform to engage and build long-term relationships. • Growth Without the Grind – Benefit from high-converting leads (64% from online enquiries and introducers) and a business model that rewards proactive networking and relationship development. • Support that Frees You to Advise – Work from home, visit the office just once a month, and enjoy hands-on support from a qualified Paraplanner—so you can focus on your clients, not admin. • Career Progression – Whether you’re on the road to Chartered or already there, your development is our priority. Expect real investment in your future. What You’ll Be Doing • Grow and nurture your assigned client bank through exceptional service and advice. • Convert warm leads from introducers, professional partners, and digital channels. • Build new connections by networking with solicitors, accountants, and other professionals. • Deliver tailored advice across pensions, investments, protection, and estate planning. • Manage and expand client portfolios, working closely with our paraplanning and admin teams. What We’re Looking For • Diploma-qualified (minimum Level 4) Financial Adviser with proven client-facing experience. • A natural relationship builder who enjoys growing a book and developing new business. • Working towards Chartered status (or already qualified). • Someone who thrives in a flexible, supportive environment.