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Financial Advisor

Reed·North Yorkshire (Yorkshire and Humberside)
£65 000 – £75 000 / year
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Job description

North Yorkshire | Hybrid Working £65,000 – £75,000 Basic + Bonus An established wealth management firm is seeking an experienced Financial Adviser to join following a recent acquisition in North Yorkshire. This opportunity is offering a strong basic salary, clear bonus structure and long-term salary progression, alongside access to High Net Worth clients and supported new business generation. The Role You will be responsible for: • Advising HNW individuals with investable assets of £300k+ • Developing new client relationships with support from an internal lead-generation team • Managing and developing an inherited client portfolio • Providing holistic financial advice across investments, retirement and estate planning • Working closely with a dedicated paraplanning and admin support team Package & Benefits • Basic salary: £65,000 – £75,000 (higher available for exceptional candidates) • Bonus: 30% of initial fees on new business • Salary progression: • Annual review after year one • Base salary re-assessed and increased based on new business generated • Hybrid working • Full compliance, paraplanning and operational support • Long-term employed career opportunity (not self-employed) About You • Level 4 Diploma qualified (Chartered or working towards desirable) • Minimum 2–5 years’ experience as a Financial Adviser • Proven experience advising High Net Worth clients • Strong relationship-building and new business skills • Professional, client-centric and compliance-focused approach Why Apply? • High-quality HNW client base • Genuine earning potential without high risk • Clear, transparent bonus and progression structure • Strong support to allow you to focus on advising • Secure role within a growing, well-capitalised firm Apply now or contact us in confidence to find out more.

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Original source
reed.co.uk
Posted
May 14, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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