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Financial Adviser

CFP JOBS
Posted 6 days ago, valid for 10 days
Location

Leeds, West Yorkshire LS12 5HR, England

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Senior Financial Adviser based in Yorkshire, offering a starting salary negotiable around £50,000 depending on skills and experience.
  • Candidates should be Level 4 Diploma qualified and preferably working towards Chartered status, with at least two years of relevant experience.
  • This home-based role involves providing financial advice to a professional client base, and applicants do not need to have an existing client bank.
  • The compensation package includes a car or car allowance, bonus potential enabling a six-figure income, and generous benefits such as 25 days of holiday and a robust pension scheme.
  • The company is open to considering Mortgage Advisers with the Level 4 Diploma, and offers support and training to help develop skills as a financial advisor.

Senior Financial Adviser - Yorkshire

Starting salary negotiable dependent on skills & experience + Car/allowance + bonus with potential to earn six figures.

Home-based Financial Adviser dealing with professional client base.

As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role!

About You

It is key that you are Level 4 Diploma qualified and working towards Chartered status. If you are a Financial Adviser, Financial Consultant, Wealth Manager or Independent Financial Adviser (IFA) then we have many UK wide opportunities so please get in touch. Our client will also consider Mortgage Advisers who have Level 4 Diploma.

Package on Offer

  • Negotiable basic salary Circa £50,000 depending on qualifications and experience.
  • Participation in quarterly and annual bonus schemes
  • Realistic income potential off 6 figures
  • 25 days holiday (plus Bank Holidays)
  • Company car or car allowance £6,000
  • Generous company pension scheme with up to 10% employer matched contributions
  • Flexible benefits scheme
  • Plus, all the support and training that you will need to develop your skills as a financial advisor.

But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth.

If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career…just submit your CV with notes.

Financial Adviser, Financial Consultant, Wealth Manager or Independent Financial Adviser (IFA)

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.