Holistic Financial Planner for Growth & Impact

Shackleton Advisers Limited; Harrogate; On-site; GBP 30,000 - 50,000; Full time

Job summary

A financial advisory company in Harrogate is looking for a Financial Adviser to provide holistic financial planning services. The role includes conducting comprehensive client assessments, maintaining strong relationships, and ensuring compliance with regulations. Candidates should have a Level 4 Diploma in Financial Planning and be dedicated to continuous professional development. Apply by sending your CV to [e-mail].

Qualifications

• Demonstrate understanding in financial advice including investments, pensions, personal tax, and estate planning.
• Ensure your Continuing Professional Development is up to date at all times.
• Demonstrate competency in using industry tools to support financial planning.

Responsibilities

• Conduct fact-finding to assess clients' financial circumstances.
• Deliver high-quality client service throughout the onboarding process.
• Meet agreed annual targets for new business income.

Skills

Analytical Mindset

Commercial Acumen

Effective Communicator

Organised and Detail-Oriented

Motivated and Resilient

Curious and Growth-Oriented

Positive and Professional

Technologically Competent

Education

Level 4 Diploma in Financial Planning

Tools

Cash flow modelling software

Job description

A financial advisory company in Harrogate is looking for a Financial Adviser to provide holistic financial planning services. The role includes conducting comprehensive client assessments, maintaining strong relationships, and ensuring compliance with regulations. Candidates should have a Level 4 Diploma in Financial Planning and be dedicated to continuous professional development. Apply by sending your CV to [e-mail].