Financial Advisor

3 days ago


West Yorkshire, United Kingdom Service Care Solutions - Legal Full time

OverviewFinancial Advisor | Location: West Yorkshire | Contract: Permanent | Rate: £45,000 – £90,000 per annum + bonuses | Start Date: FlexibleResponsibilitiesHybrid WorkingInherit and service a high-quality client bank (circa 150 households).Deliver holistic financial planning including investments, pensions, protection, and cashflow modelling.Conduct approximately 7–8 client meetings per week, with larger clients expecting two annual reviews.Ensure timely meeting notes, documentation, and follow-up actions to support the paraplanning team’s production of suitability reports.Provide advice aligned with regulatory requirements, internal standards, and the firm’s premium service expectations.Additional opportunities: There is an opportunity to build up significant new business which will also result in bonuses for the Advisor. #J-18808-Ljbffr


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