Desk-Based Financial Advisor
6 days ago
OverviewA highly regarded Financial Planning practice is looking to add to their Financial Advice team. They are seeking a Financial Advisor to join their Harrogate-based offices (walking distance from the train station). The role involves providing whole of the market personal financial advice to new and existing clients via video channels and some in-office meetings, primarily through existing relationships, introducers and warm leads.Harrogate£45,000 - £55,000 basic salary + competitive bonusesResponsibilitiesProviding regulated advice across a broad product range including investments and pensionsGiving clear, concise and ethical advice to new and existing clientsDeveloping new avenues of business via first class service and client outcomesEnsuring sufficient client information is gathered prior to researching and presenting the best possible optionsEnsuring all supporting documents are maintainedMaking sure Statement of Professional Standing (SPS) is held at all timesUpholding the values and ethics of the organisationQualificationsYou must be a minimum of Diploma level 4 qualifiedHave achieved Competent Advisor StatusBe able to demonstrate experience and success in previous/current regulated advice rolesOpportunities & CultureJoining the organisation at this time would be an excellent career opportunity as the company have ambitious yet achievable plans for growth over the coming years. The Desk Based Advisor division will be key amongst that growth. This role provides opportunities to develop in terms of seniority, remuneration and influence, with an extremely supportive team, full back office support and genuinely warm business leads.Seniority levelMid-Senior levelEmployment typeFull-timeReferrals increase your chances of interviewing at IDEX Consulting Ltd by 2xGet notified about new Financial Advisor jobs in Harrogate, England, United Kingdom. #J-18808-Ljbffr
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Desk-Based Financial Advisor
2 weeks ago
Harrogate, North Yorkshire, United Kingdom IDEX Consulting Ltd Full time £45,000 - £55,000 per yearFinancial Advisor | Desk-basedHarrogate£45,000 - £55,000 basic salary + competitive bonusesA highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans they are looking for an Financial Advisor to join their Harrogate-based offices (walking distance from the train station).The role...
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Desk-based Financial Advisor
2 weeks ago
Harrogate, United Kingdom IDEX Consulting Ltd Full timeA highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans they are looking for an Financial Advisor to join their Harrogate-based offices (walking distance from the train station).The role incorporates providing whole of the market personal financial advice to new and existing clients via...
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Harrogate, United Kingdom IDEX Consulting Ltd Full timeA reputable financial planning firm is seeking a Financial Advisor for their Harrogate office. The role involves providing comprehensive financial advice, maintaining client relationships, and ensuring compliance. Ideal candidates should have a Diploma level 4 and Competent Advisor Status, with experience in regulated advice. The position offers a basic...
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Financial Adviser
1 week ago
Harrogate, United Kingdom Ellis Bates Financial Advisers (now Shackleton) Full timeJoin to apply for the Financial Adviser role at Ellis Bates Financial Advisers (now Shackleton) in Harrogate. Job Title: Financial Adviser. Reporting to: Regional Manager. Date of Issue: October 2025. Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their...
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Financial Adviser – Wealth Builder
1 week ago
Harrogate, United Kingdom Ellis Bates Financial Advisers (now Shackleton) Full timeFinancial Adviser – Wealth Builder Ellis Bates Financial Advisers (now Shackleton) Harrogate Job details Job title: Financial Adviser – Wealth Builder Reporting to: Regional Manager Date of Issue: October 2025 Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to...
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Customer Service Advisor
2 weeks ago
Harrogate, United Kingdom Venatu Full time**Harrogate** **Customer Service Advisor** **£19,000 - £22,650** **Hybrid Working after 3 Month Training Period (2 Weeks In Office, 1 WFH)** **Monday - Friday (Weekend Ovetime Optional)** **Benefits** - **Pension**: - **Company Benefit Scheme inc. store discount, offers.**: - **City Centre Work**: - **Free vehicle breakdown cover. Roadside assistance and...
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Sales Advisor
2 weeks ago
Harrogate, United Kingdom Approach Personnel Ltd Full timeAre you an experienced Sales Advisor with a background in new build housing? Are you looking to join a trusted and respect developer? Approach Personnel are proud to be partnered with an award winning, industry leading New Build Housing developer, who are currently on the look out for a Sales Advisor to join them on a permanent basis out of their...
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Financial Services Administrator
2 weeks ago
Harrogate, United Kingdom SUCCESSION GROUP LTD TA Succession Wealth Full timeFrom "start-up" in 2009, Succession Wealth is now one of the leading, independent financial planning and wealth management business’ in the UK. We have over 600 employees and 170 Wealth Advisors providing wealth management and financial planning servicesto individuals and corporate clients across the UK via our network of offices. Due to our continued...
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Financial Advisor
7 days ago
Harrogate, United Kingdom Elringtons Ltd. Full timeThis well established and highly regarded London based practice is seeking a new adviser to join their team; ideally coming with a small amount of business, you will be expected to take the overspill from the Practice Principal, as he now has too much businessto handle. The practice is a general practitioner, but there will be an emphasis on pensions and...
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Parts Advisor
2 weeks ago
Harrogate, United Kingdom Pendragon Full time**Stratstone** **BMW Harrogate** **Parts Advisor** **A basic salary of £24,501 and a bonus of £3,100 with pension, critical illness, life assurance, single health care, 23 days holiday, plus bank holidays, exclusive company discounts on used car purchases, leasing deals and aftersales service.** Do you love working with people? Can you provide the...
