Financial Advisor

Financial Advisor
Location: West Yorkshire
Contract: Permanent   
Rate: £45,000 - £90,000 per annum bonuses
Start Date: Flexible 
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 approximately 150 households, with asset sizes ranging from £200k to £1.8m, 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 (circa 150 households).
• Deliver holistic financial planning including investments, pensions, protection, and cashflow modelling.
• Conduct approximately 7–8 client meetings per 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.

Bonuses
Compliance Bonus:

• Up to £8,000 per annum for maintaining a 95% pass mark on file checks throughout the year.

New Business Bonus (Initial Advice Fees):

• First £60,000: 10%
• £60,000 – £90,000: 20%
• £90,000 – £120,000: 30%
• £120,000 : 50%

Firmwide Profit Share:

• Paid equally to all staff if annual revenue targets are exceeded.

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.