About the role

Bank Adviser

Home-based role in Yorkshire with a flexible hybrid working arrangement.

We’re looking for an experienced Adviser to support clients with their financial needs, provide tailored advice, and build strong long-term relationships.

Key Responsibilities:

Meet with clients and assess their financial needs Provide clear, compliant financial advice Prepare recommendations and maintain accurate records Manage client queries and portfolios Work closely with internal teams and external advisers

Qualifications & Experience:

2+ years’ experience in banking, financial advice or wealth management Strong client relationship and communication skills Good knowledge of financial planning and compliance Strong analytical, organisational and time-management skills High level of professionalism, integrity and confidentiality Relevant financial services qualifications are desirable