Financial Adviser

Financial Advisor
Location: West Yorkshire
Contract: Permanent   
Rate: £45,000 - £90,000 per annum bonuses
Start Date: ASAP
Contact: greg.waite@servicecare.org.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.

Candidate Criteria

• 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 01772 208969 or email greg.waite@servicecare.org.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.