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Financial Adviser

2 months ago

Wakefield West Yorkshire, United Kingdom Navigation Wealth Management Ltd Full time

We are looking for a Financial Planner or aspiring adviser to join one of our most established practices, Navigation Wealth Management based in Wakefield. Navigation pride themselves on lifestyle based Financial Planning and building long term relationships with clients over the long term.
The role requires a level 4 Diploma in Regulated Financial Planning (RDR compliant) or equivalent qualification. Client centric approach and a passion for finance
Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives
A loyal character who is looking for a long-term career in financial advice


You will receive all the support and training required to add real value to the business, such as support with building your network and a client bank. This includes help with lead generation and the sales and marketing support you need.
Training – with access to the award-winning St. James’s Place Financial Adviser Academy
Access to a HNW client bank
Competitive salary and perks (sporting events / gym memberships)