Financial Advice Wealth Builder

Financial Advice Wealth Builder

Financial Advice Wealth Builder

Eden Rose

Reed

Harrogate, North Yorkshire

12 hours ago

No application

About

Wealth Builder / Financial Adviser Salary: Up to £50,000 (depending on experience and qualifications)Location: Harrogate, North Yorkshire Job Type: Full-time | Permanent | Hybrid (3 days in office, 2 days remote)Are you a newly qualified Financial Adviser looking to build your career in a supportive, client-focused environment? We’re working with a national financial planning firm with multiple offices across the UK, currently seeking a Wealth Builder to join their Harrogate team.The Role:This is an ideal opportunity for a CAS-signed-off adviser who enjoys building relationships and helping clients achieve their financial goals. You’ll be working with a portfolio of lower-complexity clients, focusing on telephone/virtual based advice rather than face-to-face meetings. The role is perfect for someone at the trainee adviser level who is ready to take the next step in their career.Key Responsibilities:Provide holistic financial advice to clients with straightforward needsConduct telephone-based reviews and fact-findingHelp clients plan for their financial goals, including savings, pensions, and protectionMaintain accurate records and ensure compliance with regulatory standardsCollaborate with internal teams to deliver a seamless client experienceAbout You:Level 4 Diploma in Financial Planning CAS status is essentialStrong communication and relationship-building skillsComfortable working in a hybrid environmentEager to grow and develop within a national firmWhat’s on Offer:Competitive salary up to £50,000Hybrid working (3 days in Harrogate office)Supporti