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Permanent

Independent Financial Advisor (£85k OTE)

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Yorkshire
money-bag £40000 Annual
Posted: 12 August 2026 (Today)
Closing date: 11 September 2026
Ref: 3154085551

Financial Adviser - (York)Salary: 40,000 (85k OTE) Full-time Employed or Self-Employed Options AvailableAboutA growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes.The RoleThis is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank.The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures.What You''ll Be DoingProviding holistic financial planning advice to new and existing clientsBuilding and maintaining long-term client relationships through regular reviews and ongoing supportDelivering advice across pensions, investments, protection, retirement and estate ..... full job details .....

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