Financial Adviser

Independent Financial Planner – Halifax (Hybrid / Remote)

A well-established, client-centric wealth management firm is seeking a Diploma-qualified Financial Planner to join its growing advisory team in West Yorkshire. This is a fantastic opportunity for an experienced adviser looking to work flexibly, with the choice of remote working and access to office locations as needed.

With full back-office support, a high-quality proposition, and a culture rooted in financial planning (not product sales), this role offers the perfect platform for professionals who want to focus on delivering meaningful outcomes to clients while growing their own long-term value.

Salary up to £75,000, inc bonus up to £120,000

Why Join This Firm?

?? Freedom & Flexibility: Choose between employed or self-employed status to suit personal and professional goals

?? Home-Based Model: Remote working with access to modern regional offices when required

?? Support That Frees You Up: Comprehensive paraplanning, admin, and client support included

?? Financial Planning First: A values-driven, independent firm with a focus on long-term client relationships

?? Advanced Tech Stack: Leverage tools like XPlan for a seamless client and adviser experience

Key Responsibilities

Follow a structured Six-Stage Advice Process to deliver tailored financial advice

Build and maintain trusted client relationships across pensions, investments, tax, and protection

Conduct regular reviews to respond to clients’ evolving needs and objectives

Grow a client bank via referrals, personal business development, and firm-generated leads

Utilise marketing channels, social media, and networking to build your profile

Host client meetings in-person, virtually, or at offices based on client preferences

Produce compliant and insightful financial planning reports tailored to individual circumstances

Keep up to date with market developments and regulatory changes

What’s Needed to Succeed

Level 4 Diploma in Regulated Financial Planning (or FCA-recognised equivalent)

Current CF30 status (or ability to obtain)

A genuine passion for delivering outstanding client outcomes

Excellent interpersonal and communication skills

Proven ability in developing new client relationships

Confident using digital tools and video platforms for client interaction

Benefits

End-to-end admin, paraplanning, and compliance support

Marketing and lead generation assistance

In-house investment platform

Learning and development support

Full access to systems, CRM, and remote IT

Business value creation and exit planning options

This is an ideal opportunity for a financial planner seeking greater autonomy, improved work-life balance, and the infrastructure to deliver exceptional client service.