Financial Advisor

**Overview**
We are seeking a knowledgeable and dedicated Paraplanner or Financial Advisor to join our team. This is a fully salaried role with no selling required and no sales targets. nearly all our clients come by referral from existing satisfied, happy, and loyal clients. Your job will be to look after the clients we've already got, plus the ones they bring in, so that cycle keeps repeating in a 'virtuous circle.' 'Hard-sell' salesy types are the people we LEAST want for this job. We care about our clients, and our ever-growing busineess needs more people who care as much as we do to look after the needs of our growing client base.

To be considered for interview, you must be at least Level 4 Diploma Qualified with the CII, CISI, or LIBF.

**Duties**
- Conduct comprehensive factfinds, attitude to risk assessments, and lifestyle impact tolerance evaluations. (Assessments of what our wonderful regulator calls 'capacity for loss')
- Develop personalised financial plans that encompass investment strategies, retirement planning, tax optimisation, and estate planning.
- Maintain ongoing relationships with clients, providing regular updates and adjustments to their financial plans as necessary.
- Stay informed about market trends, economic changes, and new financial products to offer the best advice to clients.
- Educate clients on various financial products and services available to them.
- Collaborate with other professionals such as accountants or legal advisors to provide holistic advice.
- Ensure compliance with regulatory requirements and maintain accurate records of client interactions and transactions.

**Skills and Qualities**
- Complete integrity and professionalism, nothing less, ever.
- Strong knowledge of financial planning principles and practices.
- Proficiency in UK financial services, including investment products, insurance options, and retirement accounts, and familiarity with platform use.
- Excellent communication skills, with the ability to explain complex financial concepts in an understandable manner.
- Strong analytical skills for assessing client needs and developing effective solutions.
- Ability to build rapport with clients and establish long-term relationships based on trust.
- Proficient in using financial software tools for analysis and reporting.

The role is 100% office-based at our town centre office, West Riding House, 6-8 Commercial Street, Castleford, WF10 1DG. We want a responsible person with a positive mindset, an outstanding work ethic, and a can-do attitude ,who will be an excellent timekeeper, maintain an excellent attendance record, and fully commit to the role.

With 600 clients and £130m under management, attention to detail and accuracy are of paramount importance. We pride ourselves on delivering the best advice and service obtainable anywhere, regardless of the firm size. We manage clients' life savings, and we take that responsibility with the utmost seriousness. That means we only hire the best people who we are sure we can trust. That means you must have the ability and motivation to self-manage. We do not like to have to micro-manage people, and nobody in their right mind enjoys being micro-managed. We need people who we can trust to get on with the job.

For the right person, this will be a great career which they will find personally and financially rewarding. We have a solid track record of helping capable, honest and hardworking people to build great careers. The salary is up to £45,000 depending on your qualifications and experience, plus an annual bonus that has averaged around 15% for many years. We also pay 9% of your basic salary into your pension with no contribution required from you. Based on recent bonus averages, the package is realistically worth in the order of £44,000 if we continue to perform at current levels. Hours are 35 per week, Monday to Friday, 9am to 5pm. Holidays are 29 days including statutory, rising thereafter according to length of service.

**Job Types**: Full-time, Permanent

Pay: £35,000.00-£45,000.00 per year

Additional pay:

- Bonus scheme
- Yearly bonus

**Benefits**:

- Additional leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Discounted or free food
- Employee discount
- Employee mentoring programme
- Enhanced maternity leave
- Financial planning services
- On-site parking
- Profit sharing
- Transport links

Schedule:

- Flexitime
- Monday to Friday
- No weekends

Work Location: In person