Job Details

Job Title: Self Employed Financial Adviser

Industry: Financial Planning  

Location: Bristol, Bath

Salary: £50,000

Job Description:

Recruit UK are working on an excellent opportunity for a self-employed Financial Adviser in Bristol or Bath to join an Independent Financial Planning Firm. This firm covers a range of products such as Life Insurance, Critical Illness, Income Protection, Pensions, VCT’s and Investments.

This IFA has two offices one in Bristol and one in Bath where you as an adviser have the choice of working from home or using the office space available. These offices are fully equipped with desk space, meeting rooms and boardrooms. As an adviser of the business, you will be able to access these offices at no extra cost!

They offer a highly competitive split tailored to your needs depending on the level of support you require. Full support from administration and paraplanning are available. You will receive full support with marketing and literature, and all fees will be included within the generous split.

As an adviser at this firm, you will also receive market leading, lead generation support, as the company leverages technology across the firm it means they are able to deliver high quality, high-value appointment bookings. They also have a high number of referrals that come into the business from existing clients and local introducers.

 

What’s in it for you:

  • Qualified appointments with HNW clients booked in for you!
  • Competitive split
  • Back office support
  • Office space to work from if needed
  • Work with an established and experienced firm of advisers

 

Skills and experience required:

They are looking for motivated, Level 4 Diploma qualified minimum; working towards Chartered would be advantageous. You will also currently hold CAS status or will have done so in the past five years, and have current experience working with professional clients. It would be preferential if you have a client following.

 

Recruiters contact info:

Name: Louise Bibb

Email: Louise.bibb@recruitukltd.co.uk

Tel: 01179170416

Whatsapp/mobile: 07399163962

Job Reference: 13041

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning Firm based in Bristol and Bath on a Financial Advice role.

 

Our commitment to you

  • 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.

 

Job Title: Self Employed Financial Adviser

Industry: Financial Planning  

Location: Bristol, Bath

Salary: £50,000

Job Description:

Recruit UK are working on an excellent opportunity for a self-employed Financial Adviser in Bristol or Bath to join an Independent Financial Planning Firm. This firm covers a range of products such as Life Insurance, Critical Illness, Income Protection, Pensions, VCT’s and Investments.

This IFA has two offices one in Bristol and one in Bath where you as an adviser have the choice of working from home or using the office space available. These offices are fully equipped with desk space, meeting rooms and boardrooms. As an adviser of the business, you will be able to access these offices at no extra cost!

They offer a highly competitive split tailored to your needs depending on the level of support you require. Full support from administration and paraplanning are available. You will receive full support with marketing and literature, and all fees will be included within the generous split.

As an adviser at this firm, you will also receive market leading, lead generation support, as the company leverages technology across the firm it means they are able to deliver high quality, high-value appointment bookings. They also have a high number of referrals that come into the business from existing clients and local introducers.

 

What’s in it for you:

  • Qualified appointments with HNW clients booked in for you!
  • Competitive split
  • Back office support
  • Office space to work from if needed
  • Work with an established and experienced firm of advisers

 

Skills and experience required:

They are looking for motivated, Level 4 Diploma qualified minimum; working towards Chartered would be advantageous. You will also currently hold CAS status or will have done so in the past five years, and have current experience working with professional clients. It would be preferential if you have a client following.

 

Recruiters contact info:

Name: Louise Bibb

Email: Louise.bibb@recruitukltd.co.uk

Tel: 01179170416

Whatsapp/mobile: 07399163962

Job Reference: 13041

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning Firm based in Bristol and Bath on a Financial Advice role.

 

Our commitment to you

  • 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.

 

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