Financial advisor

1 week ago


York, York City, United Kingdom Eden Rose Full time £95,000 per year

Financial Advisor – York
Salary:
Up to £95,000 (depending on experience) + bonus

Location:
York | Hybrid working available

Are you an experienced Financial Advisor looking to join a reputable, client-focused wealth management firm that offers excellent earning potential and career growth?

We're partnering with a highly regarded financial planning practice in York that's looking to bring on a skilled Financial Advisor to provide holistic financial advice and strengthen their growing team.
? About You:
? What's on Offer:

  • Key Responsibilities:
  • Deliver tailored financial advice across pensions, investments, protection, and tax planning
  • Build and maintain long-term client relationships
  • Manage both existing and new client portfolios
  • Work collaboratively with in-house Paraplanners and Administrators
  • Stay up to date with market trends and FCA regulations
  • Level 4 Diploma qualified (DipFA / CII / equivalent) or chartered or working towards
  • Proven experience as a Financial Advisor or Wealth Manager
  • Excellent communication and relationship-building skills
  • Ambitious, client-driven, and professional
  • Desire to progress towards Chartered status (support provided)
  • Competitive salary up to £95,000 + performance bonus
  • Full paraplanning and administrative support
  • Hybrid and flexible working options
  • Clear progression within a respected wealth management firm

If you're ready to take your career to the next level within a trusted and supportive environment, we'd love to hear from you.

  • Apply now or send your CV to


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