Diploma Qualified Financial Advisor

An established and highly successful wealth management practice in Yorkshire is looking to appoint an experienced, qualified Financial Adviser to support continued growth and increasing client demand.

This role offers the opportunity to join a well-respected advisory business with a strong reputation for client service, a collaborative culture and significant investment in adviser development. The successful individual will inherit and develop existing client relationships while also identifying opportunities to grow their own portfolio.

The opportunity:

Provide holistic financial planning advice to high-net-worth individuals and families
Manage and develop existing client relationships
Build a sustainable recurring income stream
Receive ongoing support from an experienced paraplanning and administration team
Benefit from structured professional development, mentoring and coaching
Join a high-performing practice with a strong presence across YorkshireAbout you:

Level 4 Diploma qualified (minimum)
Existing Financial Adviser, Wealth Planner or Financial Planning Consultant
Strong relationship-building and client-facing skills
Motivated, professional and commercially minded
Committed to delivering high-quality financial advice

This is an excellent opportunity for an ambitious adviser seeking the backing, infrastructure and support of an established wealth management firm while retaining the ability to develop long-term client relationships and grow their business.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

This is a summary of a vacancy from the advertiser. Read the full job description and apply →