Financial Adviser
Perm
York
Remote
To £59,400 + benefits + bonus
Financial Services
Financial Planner
672283
You can’t become a great financial planner if you’re not seeing enough clients.
No volume = no progress. No challenge. No real development.
But the pressure to perform is still there.
At this company, it’s different.
You won’t need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you’ll have full paraplanning and admin support behind you.
So you can focus on what actually improves your performance - spending time with clients.
And when that’s in place, the earnings follow.
You’ll typically earn between £56,000 – £80,000, made up of:
✅ Base salary: £35,000 – £45,000
✅ KPI/compliance bonus: £1,200 per month (£14,400 per year)
✅ Sales bonus: typically £7,000 – £24,000
✅ Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift
on your quarterly bonus
Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent.
You’ll also get:
✅ Life cover
✅ Medical cash plan (family included)
✅ Pension
✅ Enhanced parental leave
✅ 25 days holiday (rising to 28)
✅ Hybrid or remote working
THE COMPANY
This is a national firm that acquires client banks from retiring advisers.
Those clients need advice and you’ll be the one giving it.
You’ll join a team of 50+ advisers focused on servicing an existing client base properly.
The training and onboarding is structured and proven. They’ve developed over 40 advisers from scratch.
Given you'll already have experience, you’ll be stepping into a system that works.
WHAT YOU’LL NEED
✅ Current CAS (or within the last 6 months)
✅ Level 4 qualified
✅ Willingness to travel to Newcastle once a month
-------------------------------------------------------------------------------
If you want to become the adviser you know you can be, click apply.
No up-to-date CV? Don't worry, we can deal with that later.
Everyone gets a response.
No volume = no progress. No challenge. No real development.
But the pressure to perform is still there.
At this company, it’s different.
You won’t need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you’ll have full paraplanning and admin support behind you.
So you can focus on what actually improves your performance - spending time with clients.
And when that’s in place, the earnings follow.
You’ll typically earn between £56,000 – £80,000, made up of:
✅ Base salary: £35,000 – £45,000
✅ KPI/compliance bonus: £1,200 per month (£14,400 per year)
✅ Sales bonus: typically £7,000 – £24,000
✅ Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift
on your quarterly bonus
Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent.
You’ll also get:
✅ Life cover
✅ Medical cash plan (family included)
✅ Pension
✅ Enhanced parental leave
✅ 25 days holiday (rising to 28)
✅ Hybrid or remote working
THE COMPANY
This is a national firm that acquires client banks from retiring advisers.
Those clients need advice and you’ll be the one giving it.
You’ll join a team of 50+ advisers focused on servicing an existing client base properly.
The training and onboarding is structured and proven. They’ve developed over 40 advisers from scratch.
Given you'll already have experience, you’ll be stepping into a system that works.
WHAT YOU’LL NEED
✅ Current CAS (or within the last 6 months)
✅ Level 4 qualified
✅ Willingness to travel to Newcastle once a month
-------------------------------------------------------------------------------
If you want to become the adviser you know you can be, click apply.
No up-to-date CV? Don't worry, we can deal with that later.
Everyone gets a response.