Diploma Qualified Financial Advisor

An established and highly successful wealth management practice in Yorkshire is looking to appoint an experienced, qualified Financial Adviser to support continued growth and increasing client demand.

This role offers the opportunity to join a well-respected advisory business with a strong reputation for client service, a collaborative culture and significant investment in adviser development. The successful individual will inherit and develop existing client relationships while also identifying opportunities to grow their own portfolio.

The opportunity:

Provide holistic financial planning advice to high-net-worth individuals and families

Manage and develop existing client relationships

Build a sustainable recurring income stream

Receive ongoing support from an experienced paraplanning and administration team

Benefit from structured professional development, mentoring and coaching

Join a high-performing practice with a strong presence across YorkshireAbout you

Level 4 Diploma qualified (minimum)

Existing Financial Adviser, Wealth Planner or Financial Planning Consultant

Strong relationship-building and client-facing skills

Motivated, professional and commercially minded

Committed to delivering high-quality financial advice

This is an excellent opportunity for an ambitious adviser seeking the backing, infrastructure and support of an established wealth management firm while retaining the ability to develop long-term client relationships and grow their business.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age