Financial Adviser – Grow Your Own Client Portfolio

About the role

We are seeking a driven Financial Adviser to join our independent Chartered Financial Planning firm in Yorkshire. You will inherit an active client bank worth approximately £15 million AUM and work within a supportive, remote‑first environment, helping clients across pensions, investments, protection and estate planning.

Key responsibilities

• Grow and nurture the assigned client bank through exceptional service and tailored advice.
• Convert warm leads from introducers, professional partners and digital channels.
• Network with solicitors, accountants and other professionals to generate new business.
• Deliver comprehensive advice on pensions, investments, protection and estate planning.
• Manage and expand client portfolios, collaborating closely with paraplanning and admin teams.

Required profile

• Diploma‑qualified (minimum Level 4) Financial Adviser with proven client‑facing experience.
• Natural relationship builder who enjoys growing a book of business.
• Working towards Chartered status (or already qualified).
• Thrives in a flexible, supportive environment.

Required skills

What we offer

• Competitive salary £40,000‑£50,000 per year plus uncapped bonus.
• Remote working with office visits only once a month.
• Hands‑on support from a qualified paraplanner.
• Clear career progression and investment in professional development.