Financial Advisor

Firestar Consulting; Long Lee; On-site; GBP 50,000 - 55,000; Full time

Job summary

A well-established consulting firm in Long Lee seeks an experienced Financial Advisor to provide holistic advice to an existing client base. The role involves a mix of face-to-face and telephone-based interactions, focusing on investments, pensions, and tax planning. This position offers a competitive salary alongside bonuses, with strong support from an experienced back-office team to help you thrive in advising clients and building lasting relationships.

Benefits

Competitive salary

Uncapped earning potential

Comprehensive benefits package

Qualifications

• Experience in providing financial advice and managing client portfolios.
• Ability to develop long-term relationships with clients.

Responsibilities

• Provide tailored financial advice to clients across Yorkshire.
• Deliver a mix of face-to-face and telephone-based advice.

Skills

Holistic financial advice

Client relationship management

Investments knowledge

Pensions and retirement planning

Tax planning

Insurance solutions

Job description

Financial Advisor

Silsden, West Yorkshire

£50,000 - £55,000 basic + bonus + benefits

OTE £60,000+ Immediate start available

An excellent opportunity has arisen for hierv experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best - advising clients and developing long-term relationships.

This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.

The Role

You will provide holistic financial advice to an established client base across Yorkshire, covering:

• Investments
• Pensions and retirement planning
• Tax planning réalisologie.
• Protection and insurance solutions

The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client's individual circumstances and goals.

Key responsibilities