Average Financial Advisor salary in Bradford, West Yorkshire

My client is a progressive regional firm of Independent Financial Planners in Yorkshire, providing their clients with Independent Financial Advice. They have been established for over 15 years and despite their expanding size and growth, they are true to their heritage as a family run business. All clients and leads are supplied, so there is no need to bring a client book when you join the business. You will have full use of the Administration and Paraplanning team, to make sure that a high level of customer service is offered at all times. The Independent Financial Adviser will carry out the following: Attend regular meetings with the technical team and colleagues.Efficient remote financial adviceAct in a professional manner at all timesComplete all documentation required by the business.Act in accordance with the FCA Code of Conduct for company representatives. Skills and experience: Ability to build / maintain strong customer relationships.Professional approach.Drive and determination to succeed.Strong communication skills.Working knowledge of computer systems. You WILL be required to hold the Level 4 qualification as a minimum in Financial Advice, although Chartered qualified is a preference. Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Launch Your Lucrative Mortgage Career in Halifax! (Mortgage Advisor) BDM Recruitment is excited to partner with a leading financial services firm in Halifax to find a highly motivated and experienced Mortgage Advisor to join their team! Are you a self-disciplined professional ready to take control of your career and achieve outstanding results? If so, this opportunity is perfect for you! Why Choose BDM Recruitment? Uncapped Earning Potential: Earn a competitive basic salary of up to £30,000 with a clear path to a lucrative commission structure. With dedication and hard work, your On-Target Earnings (OTE) can reach an impressive £50,000 - £65,000 per year. The top earner on the team achieved an incredible £94,000!Work-Life Balance: Enjoy the benefits of a supportive office environment where you'll collaborate with colleagues and build meaningful relationships.Empowering Environment: Embrace an environment where you'll be trusted to manage your own workload and make informed decisions.Steady Stream of Leads: Receive a consistent flow of pre-qualified leads from dedicated introducers, allowing you to focus on client service and maximizing your earning potential.Career Development: Build a rewarding career with a company that fosters personal and professional growth. What You'll Do: Provide expert mortgage and protection advice to new clients, offering whole-of-market solutions.Leverage your strong communication and interpersonal skills to build rapport and trust with clients.Utilize your in-depth mortgage knowledge to guide clients through the mortgage process seamlessly.Manage your own workload and prioritize tasks effectively to meet deadlines and client needs.Collaborate with colleagues and contribute to a positive team atmosphere. Who We're Looking For: A fully CeMAP qualified (or equivalent) Mortgage Advisor with a proven track record of success.Minimum of 2-3 years' experience in mortgage advice, with a strong understanding of current market trends and regulations.Excellent communication, interpersonal, and presentation skills to build rapport and trust with clients.Strong organizational and time management skills to prioritize tasks and manage a busy workload effectively.A self-motivated and results-oriented individual who thrives in a fast-paced environment.Clean credit history and a commitment to upholding the highest professional standards. Ready to take charge of your career and achieve outstanding results? Apply today and join a dynamic team in Halifax! Submit your CV and a cover letter outlining your suitability for this exciting opportunity to Bryn McMillan, Managing Director at BDM Recruitment.

My client is a well-known Yorkshire based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Leeds office. You will need experience of working within a Financial Advisor firm as an Administrator to be considered. You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on. The successful candidate will ideally be qualified with some financial planning qualifications, although this isn’t essential. You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back-office systems and platforms Responsibilities include Day to Day client and provider enquiriesArranging meetings for the financial adviserPreparing literature for client meetings, including reports and valuationsInputting new business and maintaining client records on back-office systems in line with company and FCA compliance regulations. Don’t delay, apply today for a confidential discussion. Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.