Financial Advisor

Service Care Solutions; Huddersfield; Hybrid; GBP 45,000 - 90,000; Full time

Job summary

A reputable wealth management firm in West Yorkshire seeks an experienced Financial Advisor to manage an established client bank of approximately 150 households. The role includes delivering comprehensive financial planning services while maintaining strong client relationships. Excellent communication skills and a strong background in financial advice are essential. This opportunity also offers a hybrid working model and potential bonuses for new business development. A flexible start date is available.

Benefits

Bonuses for new business

Hybrid working

Qualifications

• Proven experience as a Financial Planner or Wealth Manager.
• Strong understanding of financial products and services.
• Excellent communication and interpersonal skills.

Responsibilities

• Inherit and service a high-quality client bank.
• Deliver holistic financial planning including investments and pensions.
• Conduct client meetings and ensure follow-up actions.

Skills

Financial planning

Client relationship management

Regulatory compliance

Job description

Financial Advisor

Location: West Yorkshire

Contract: Permanent

Rate: £45,000 - £90,000 per annum + bonuses

Start Date: Flexible

Contact : (url removed)

• Hybrid Working

Job Description

Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from a departing adviser.

This is an exceptional opportunity to inherit a ready-made portfolio of approximately 150 households, with asset sizes ranging from £200k to £1.8m, and deliver premium, relationship-based financial planning.

Although this is a servicing-focused role, there is an opportunity to build up significant new business which will also result in bonuses for the Advisor.

Key Responsibilities

• Inherit 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.
• Identify opportunities for additional …