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Independent Financial Advisor - Employed

Reward Recruitment·Harrogate (Yorkshire and Humberside)
£45 000 – £60 000 / year
Vox Summary
  • Role Description: Replaces a retiring Financial Advisor, managing an active client bank with recurring fee income and significant assets under management.
  • Key Requirements: Level 4 Diploma-qualified; CAS and SPS preferred; experience in financial planning, private wealth, or family office environments.
  • Skills & Qualities: Developing professional connections, generating new business, working independently, and thriving in a small, self-driven team.
  • Conditions & Benefits: Basic salary between £45,000 and £60,000 (subject to experience); opportunity to work closely with an experienced team.
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Job description

Job Title: Independent Financial Advisor Location: Harrogate Basic Salary: £45,000 - £60,000 (subject to experience) My client is looking to recruit a Financial Advisor to join their established and progressive Financial Planning practice, with a view of replacing a retiring Financial Advisor. You would have the opportunity to work closely with an experienced team, whilst inheriting an active client bank with a recurring fee income of £150,000 per annum, approx. £21 million AUM. The Required Skills: Level 4 Diploma-qualified. CAS and SPS preferred. A background in financial planning, private wealth, or family office environments. Skilled at developing professional connections and generating new business. Confident working independently and comfortable in a small, self-driven team. Apply: Please send your application to sj@rewardrecruitment .co.uk or call Stuart directly.

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Original source
reed.co.uk
Posted
Jun 30, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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