Financial Advisor

Impression Recruitment Ltd.; Harrogate; Hybrid; GBP 35,000 - 70,000; Full time

Benefits offered by this job

Access to clients and opportunities

Marketing campaigns and client events

Centralised admin support

Diary management and client reviews

Mentoring and joint client visits

Growth bonuses

Guaranteed funding/cash flow options

PI insurance and cyber security costs

Self-employed or employed options

Job summary

Impression Recruitment Ltd. in Harrogate is seeking a Financial Adviser to grow your own portfolio with the backing of an established wealth management practice.

You will have access to an existing client base, professional introducers, marketing support and dedicated administration to build lasting client relationships and maximise earning potential. With approximately £750 million in funds under management and ongoing adviser support, you can focus on delivering excellent client outcomes and

Qualifications

• Minimum 2 years experience in banking, financial advice or wealth management.
• Relevant financial services qualifications and regulatory status for the role.
• Strong client relationship and advisory skills.
• Knowledge of wealth management solutions and financial planning principles.
• Excellent communication, analytical and numerical skills.
• High standards of integrity, professionalism and client confidentiality.
• Strong organisation and ability to manage your own workload.
• Proactive, commercially minded approach to developing client relationships and growing a business.

Responsibilities

• Build and maintain long term client relationships based on trust and exceptional service.
• Assess clients' financial needs, objectives and circumstances.
• Explain suitable wealth management and financial planning solutions clearly and professionally.
• Conduct client meetings, reviews and follow ups.
• Prepare recommendations, reports and supporting documentation.
• Work closely with internal colleagues and external professional introducers.
• Monitor client needs and respond promptly to enquiries.
• Maintain accurate client records and meet regulatory and compliance standards.
• Develop new business opportunities and grow your client bank.
• Deliver consistently high standards of advice, service and professionalism.

Skills

Client relationships

Advisory skills

Analytical skills

Numerical skills

Communication

Integrity

Workload management

Education

Financial services qualifications

Job description

Job Title: Financial Adviser

Location: Harrogate

Hybrid: Flexible working options on offer

Salary: £35,000 - £70,000 + uncapped overall earnings

Hours: Full Time

Are you a Financial Adviser looking to grow your own portfolio with the backing of an established wealth management practice?

With access to an existing client base, professional introducers, marketing support and dedicated administration, you'll have the resources to build lasting client relationships and maximise your earning potential.

With approximately £750 million in funds under management, experienced leadership and ongoing adviser support, you can focus on delivering excellent client outcomes and growing your business.

Why join?

• Access to clients and established business opportunities.
• Professional introducers, marketing campaigns and client events.
• Centralised support with reports, client packs, submissions and suitability documents.
• Support with diary management, client reviews and lead follow ups.
• Expert guidance, mentoring, joint client visits and file reviews.
• Work alongside an experienced Operations Director to grow your portfolio.
• Enhanced productivity bonuses to recognise results.
• Guaranteed OAF, subject to agreed terms, plus funding and cash flow options.
• Professional indemnity insurance and cyber security costs included.
• Self employed or employed opportunities available

Your Responsibilities As a Financial Adviser

• Build and maintain long term client relationships based on trust and exceptional service.
• Assess clients' financial needs, objectives and circumstances.
• Explain suitable wealth management and financial planning solutions clearly and professionally.
• Conduct client meetings, reviews and follow ups.
• Prepare recommendations, reports and supporting documentation.
• Work closely with internal colleagues and external professional introducers.
• Monitor client needs and respond promptly to enquiries.
• Maintain accurate client records and meet regulatory and compliance standards.
• Develop new business opportunities and grow your client bank.
• Deliver consistently high standards of advice, service and professionalism.

What Our Client Is Looking For

• Minimum 2 years experience in banking, financial advice or wealth management.
• Relevant financial services qualifications and the regulatory status required for the role.
• Strong client relationship and advisory skills.
• Knowledge of wealth management solutions and financial planning principles.
• Excellent communication, analytical and numerical skills.
• High standards of integrity, professionalism and client confidentiality.
• Strong organisation and the ability to manage your own workload.
• A proactive, commercially minded approach to developing client relationships and growing a business.

A fantastic opportunity for a proactive and ambitious individual looking to progress within wealth management. Work alongside an established, highly respected brand, with both employed and self employed opportunities available. £35,000-£70,000 + uncapped earning potential.

Our Guarantee

Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match.

Here at Impression we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic.