Average Financial Services salary in Yorkshire and Humberside

Financial Advisor (Leads Provided) Preston and North-West £55,000 - £90,000- uncapped OTE Are you a Financial Advisor looking to join a thriving boutique business with opportunities for long term development, quality leads and genuine opportunities to grow your career and reach your potential? This is a newly created role, for a well-established, quality focused Financial Advice business with a strong reputation in the local area. This role has arisen due to continued organic growth, and, as such, you will be part of a flourishing team, with dedicated support provided by an award-winning network. This role offers a unique opportunity to be a self-employed Financial Adviser, with generous commission splits and an incredibly rich source of leads to be capitalised upon. If you are a talented and enthusiastic Financial Adviser who puts the clients’ needs at the heart of everything you do and are truly passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! What’s involved in the role: You will be responsible for managing client enquiries and the advice process.You will be provided with a steady flow of leads from a combination of an existing client base, organic referrals, and will also be supported to undertake pro-active business development and advertising to generate your own leads.Following up on leads promptly and maximising opportunities to convert referrals from negotiators in estate agencies across the area.You will benefit from both flexible working options and ongoing training and development.Giving quality advice for clients on their pensions, investments, and ensuring their financial goals for the future are achieved.Giving bespoke, in-depth advice based on individual customers’ protection needs, investment and pension requirements and their specific circumstances.You will be building and nourishing relationships with clients who really value a quality service.You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business. This opportunity will suit a pro-active Financial Planner who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently. We can consider experienced Financial Advisers at all levels, and you will receive a generous share of commission and will have earning potential that is totally uncapped. This is an opportunity in which you can really grow and can help shape the future of business, including potentially become a shareholder- an opportunity not to be missed. If you are a qualifiedand experienced Financial Adviser modern, seeking to work for a forward-thinking and flourishing business, with quality lead sources, please get in touch to discuss further. We would love to hear from you and all conversations take place in the strictest confidence. Synonyms: Financial Planning, Financial Adviser, Financial Planner, Mortgages, Mortgage Advice, Financial Services, Self Employed, Protection Advice, Protection Adviser, Insurance Adviser, Mortgage Broker, Mortgage Consultant, Financial Services Practitioner, Pensions, Investment, Holistic Financial Planning. Wealth Adviser

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.The Role: To build new client relationships and maintain and develop existing client relationships througheffective ongoing service to help minimise attrition, and to deliver new instructions andreferrals as a result of satisfied clientsStructure and lead client meetings in a professional manner, ensuring all information andadvice provided is up to date, technically accurate and meets clients' needsTo ensure clients have the right advice to achieve their financial objectives, while understandand considering the impact of factors such as retirement planning, inheritance, and taxefficiency for individual clientsTo look after and support client needsTo execute the annual Business Plan in line with agreed individual targets About you: Proven ability to deal with new and existing clients on a fee basis.Ability to understand and communicate advice practices and processes clearly and effectively.Ability to analyse client information and highlight requirements to make suitablerecommendations.Technical/product knowledge and effective communication of wide ranging holistic financialplanning strategies & solutions.A strong ethic of client and customer service.Ability to work under pressure and to prioritise work.Excellent communication skills, both written and verbal.Experience of operating within a risk management framework together with a thoroughunderstanding of the risks and threats pertaining to a private client business. Benefits include: Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependent)Generous holiday packageOption to purchase additional holidayShared parental leave For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Job Title: Financial Planner Salary: £60,000 - £65,000 + Bonus Location: Oldham A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team. This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years. They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service. The Role: This role would suit someone who is technically minded and who has a natural ability to develop relationships, create introducers, and create referrals to keep a constant stream of business enquiries coming in. Due to an advisor moving on from the business, there is a client book available for the incoming advisor in this role and the focus will be around nurturing the existing relationships whilst also trying to develop on the relatioships that are in place. There is an excellent bonus structure to accommodate advisors who are looking for a firm that really rewards strong performance and want to maximise their own earnings. There is also good admin and paraplanning support available for the incoming advisor along with a smooth compliance process from a firm that embrace the use of technology to make the advice process easier. So, if you are confident in your own ability but being limited by a lack of back-office support or restricted by a limited bonus structure then this could be a great move for you. The Required Skills: Level 4 Diploma Qualified as a minimumValid SPS and signed off with Competent Adviser Status (CAS)Personable professional who is comfortable dealing with clients both written and verbally.Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports. If you are interested in hearing more about this position, please get in touch with us at Capio.