Position details
FINANCIAL ADVISER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
York
£60000 - £80000 29/04/2026
NJR16665
plus bonus
£60000 - £80000 29/04/2026
NJR16665
plus bonus
DESCRIPTION
Financial Adviser
York
Up to £80,000 + Benefits
NJR Recruitment are delighted to be partnering with a highly respected wealth management firm who are looking to appoint an experienced Wealth Planner to join their established York office.
This is an excellent opportunity for a client-focused Financial Adviser to join a premium advisory business, providing holistic advice to a high-quality client base with a particular focus on retirement planning, estate planning and long-term wealth preservation.
Working alongside an experienced team of investment professionals and support staff, this role offers the opportunity to build strong client relationships and deliver first-class advice within a collaborative and professional environment.
The Role
As a Wealth Planner, you will be responsible for delivering high-quality regulated advice to clients, ensuring a first-class service experience and helping clients meet their long-term financial goals.
Key responsibilities will include:
\" Providing holistic financial planning advice across pensions, investments, retirement and estate planning
\" Building and maintaining strong long-term client relationships
\" Delivering an exceptional client service experience at every stage
\" Working closely with investment professionals to identify opportunities and enhance client outcomes
\" Managing cases and client activity through CRM systems
\" Delegating workflow effectively to administrative support staff
\" Keeping up to date with industry, regulatory and technical developments
\" Supporting wider business initiatives and contributing to the ongoing client proposition
About You
\" Minimum 2+ years\' experience as a Financial Adviser / Wealth Planner
\" Proven experience advising high-net-worth clients
\" Chartered Financial Planner status highly desirable
\" Advanced pension qualifications such as AF3 advantageous
\" Eligible for or holding a current Statement of Professional Standing (SPS)
\" Strong technical knowledge across pensions, investments and estate planning
\" Excellent communication, presentation and relationship-building skills
\" Commercially aware with a client-first mindset
\" Professional, proactive and collaborative approach
What\'s on Offer
\" Salary up to £80,000
\" Opportunity to join a highly regarded wealth management business
\" Established client proposition and strong internal support
\" Collaborative and professional team culture
\" Long-term career development opportunities
\" York based opportunity within a premium office environment
\" 25 days holiday plus bank holidays, increasing with service and Christmas shut down
\" Death in service cover
\" Enhanced pension scheme
\" Private medical insurance including dental
\" Competitive family friendly policies
\" Discretionary Bonus Scheme
\" A whole load of additional benefit
This is a superb opportunity for an ambitious and technically strong adviser who enjoys working with quality clients and building trusted long-term relationships.
For a confidential discussion, please contact NJR Recruitment quoting NJR16665
York
Up to £80,000 + Benefits
NJR Recruitment are delighted to be partnering with a highly respected wealth management firm who are looking to appoint an experienced Wealth Planner to join their established York office.
This is an excellent opportunity for a client-focused Financial Adviser to join a premium advisory business, providing holistic advice to a high-quality client base with a particular focus on retirement planning, estate planning and long-term wealth preservation.
Working alongside an experienced team of investment professionals and support staff, this role offers the opportunity to build strong client relationships and deliver first-class advice within a collaborative and professional environment.
The Role
As a Wealth Planner, you will be responsible for delivering high-quality regulated advice to clients, ensuring a first-class service experience and helping clients meet their long-term financial goals.
Key responsibilities will include:
\" Providing holistic financial planning advice across pensions, investments, retirement and estate planning
\" Building and maintaining strong long-term client relationships
\" Delivering an exceptional client service experience at every stage
\" Working closely with investment professionals to identify opportunities and enhance client outcomes
\" Managing cases and client activity through CRM systems
\" Delegating workflow effectively to administrative support staff
\" Keeping up to date with industry, regulatory and technical developments
\" Supporting wider business initiatives and contributing to the ongoing client proposition
About You
\" Minimum 2+ years\' experience as a Financial Adviser / Wealth Planner
\" Proven experience advising high-net-worth clients
\" Chartered Financial Planner status highly desirable
\" Advanced pension qualifications such as AF3 advantageous
\" Eligible for or holding a current Statement of Professional Standing (SPS)
\" Strong technical knowledge across pensions, investments and estate planning
\" Excellent communication, presentation and relationship-building skills
\" Commercially aware with a client-first mindset
\" Professional, proactive and collaborative approach
What\'s on Offer
\" Salary up to £80,000
\" Opportunity to join a highly regarded wealth management business
\" Established client proposition and strong internal support
\" Collaborative and professional team culture
\" Long-term career development opportunities
\" York based opportunity within a premium office environment
\" 25 days holiday plus bank holidays, increasing with service and Christmas shut down
\" Death in service cover
\" Enhanced pension scheme
\" Private medical insurance including dental
\" Competitive family friendly policies
\" Discretionary Bonus Scheme
\" A whole load of additional benefit
This is a superb opportunity for an ambitious and technically strong adviser who enjoys working with quality clients and building trusted long-term relationships.
For a confidential discussion, please contact NJR Recruitment quoting NJR16665
Apply Now
