Independent Financial Advisers - Private Wealth

Job Overview

Location
Bristol, England
Job Type
Full Time
Salary
£35,000 - £60,000 Per Year
Date Posted
9 days ago

Additional Details

Job ID
28623
Job Views
7

Job Description

Our client is one of the Uk’s leading Financial Advice firms defined by the truly exceptional and unparalleled level of services it offers every client, corporate and private.

They are now looking for outstanding individuals to join their team as result of ambitious growth plans and looking to employ experienced and ambitious L4 qualified Financial Advisers.

This is a company that wants you to be a success and will do everything it can to make it happen.

They will invest heavily in your professional development and keep you at the leading edge of technology. They strive to give you the time to focus on advice and service, not get bogged down by time consuming administration. Above all they will give you the freedom to do what’s best for your clients

You will be providing holistic financial planning to prospective and existing clients in a compliant manner, providing exceptional client service whilst adhering to the FCA principles of "Treating Customers Fairly" and the FCA Conduct Rules.

You will provide holistic Independent Financial Advice to private individuals and be responsible for generating news business inflows by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.

Your clients will be people who are looking to plan in order to secure their financial futures and who will benefit from your expert advice.

Working to the Professional Development scheme requirements and regulatory standards as issued by the business. You will be expected to meet above average industry business quality and service standards and to provide exceptional client service to your clients.

You will be determined to develop professionally to the highest levels of technical knowledge and advisory skills. Diploma Level 4 qualified as a minimum and with a proven track record of working as a Financial Adviser. Be motivated and driven to exceed business targets.

In return there is a highly competitive salary c £35,000 with a low validation threshold of £60,000 + bonus together with a first class benefits package and some potential for flexible hybrid working. Although you will need to be able to commute to the Bristol office on a regular basis. If you are an experienced FA and looking for a new challenge, please do send us your CV today.

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