Financial Adviser
other jobs Service Care Solutions - Legal
Added before 5 Days
- England,Yorkshire and The Humber,West Yorkshire
- Full Time, Permanent
- £45,000 - £90,000 per annum
Job Description:
Financial Advisor
Location: West Yorkshire
Contract: Permanent
Rate: £45,000 - £90,000 per annum + bonuses
Start Date: ASAP
Contact: .uk
*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 100+ households, with asset sizes up to £2m, 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
*Deliver holistic financial planning including investments, pensions, protection, and cashflow modelling.
*Conduct client meetings each 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 planning, ensuring client needs are continually met.
*Build long-term relationships and deliver a consistent, high-touch client experience.
CandidateCriteria *Level 4 qualified (DipPFS / DipFA or equivalent).
*Proven experience advising private clients, ideally with £200k–£1.5m+ portfolios.
*Strong technical competence across investments, pensions, tax planning, and retirement strategy.
*Ability to deliver compliant, client-focused financial planning.
*Highly organised with excellent communication and relationship-building skills.
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Location: West Yorkshire
Contract: Permanent
Rate: £45,000 - £90,000 per annum + bonuses
Start Date: ASAP
Contact: .uk
*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 100+ households, with asset sizes up to £2m, 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
*Deliver holistic financial planning including investments, pensions, protection, and cashflow modelling.
*Conduct client meetings each 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 planning, ensuring client needs are continually met.
*Build long-term relationships and deliver a consistent, high-touch client experience.
CandidateCriteria *Level 4 qualified (DipPFS / DipFA or equivalent).
*Proven experience advising private clients, ideally with £200k–£1.5m+ portfolios.
*Strong technical competence across investments, pensions, tax planning, and retirement strategy.
*Ability to deliver compliant, client-focused financial planning.
*Highly organised with excellent communication and relationship-building skills.
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Job number 3429058
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