Financial Adviser
Salary
35000
Location
Bristol
Job Type
Full Time
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Job Title: Financial Adviser
Industry: Financial Services
Location: Bristol
Salary: £35,000
Reference Number: 14129
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser in Bristol to join an Independent Wealth Management Company.
This company is one of the South’s leading Wealth Management firms with offices and employees across the UK. They were established nearly 20 years ago and have since become one of the most successful Wealth Management firms advising clients with AUM of nearly £5 billion and rising. They’re always looking for new acquisitions and have recently secured several opportunities across Somerset which has led to this new vacancy.
The role will involve managing a client bank from the beginning as the company continues to expand. The benefit of the above is that you are not expected to have current clients, nor are you expected to generate new leads from the beginning, however, as and when these arise you will partake in increasing your own network and client bank. The clients provided vary but include corporate and private individuals with varied assets including HNW and UHNW.
- Are you an individual who can hit the ground running?
- Do you have a wealth of experience but not necessarily the tools nor clients to continue as you are?
- Are you looking for flexibility to manage your own diary?
- Salary negotiable dependent on experience
- Access instantly to a client bank
- Ability to earn a bonus from the beginning – no validation point nor targets in order to activate this
- Flexibility to build and develop your own clients and manage the existing clients immediately
- Benefits include: bonus scheme for new business (15% immediately) and recurring income servicing (15% after annual review), parking, assistance with exam book/entry should you wish to become Chartered, a generous car allowance.
- Full back-office assistance, access to administration and paraplanning support from the beginning.
- Diploma in Financial Services
- Ideally, 2 years’ experience advising
- Currently holding CAS / SPS desirable but not essential
- Interested in speaking with individuals with experience in Independent, Restricted Advice or Bankassurance.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.