Reference:
VAC-2208
Role:
Independant Financial Advisor Roles
Salary:
£50,000 to £65,000 Per Annum
Benefits:
Excellent backup and support and great earnings potential
Town/City:
Bristol
Contract Type:
Salaried
Closing Date:
30/08/2024
Independent Financial Adviser role – Bristol
Our Client is a very well established national Independent Financial Advisory Company with an excellent reputation for advising Clients who require more complex forms of financial planning. They offer a very comprehensive financial planning service and have an excellent Client and Financial Adviser proposition.
The Role:
The role involves working with an existing Client bank of about 200 Clients within the Bristol - South Wales area, providing an ongoing service to these clients and identifying new business opportunities.
You will get excellent Paraplanning back up and admin support giving you the opportunity of spending more constructive time infront of your Clients. A lot of your Client meetings will be conducted on-line via Zoom or Teams and it will be very much a 'home-based' role.
The Package:
The role comes with a basic salary of £65K plus bonuses and a very generous benefits package. Earnings in your first year will be in the £90K plus region, and this will increase each year as you accumulate more and more trail.
The Requirements:
Our Client is looking for an experienced, well qualified Financial Adviser who is studying towards Charter Status. You need to have worked with high net worth Clients, being able to demonstrate your ability to have a high work ethic, well disciplined with good relationship building skills and excellent communication and presentations skills.
General Summary:
This is a brilliant salaried IFA role, provided with top quality high net worth Clients, bonuses, excellent benefits package and your earnings increase each year, and working for a top Financial Services organisation. You get excellent back up and support and the opportunity of building and developing a Client bank that generates an increased level of income each year for you. Go for it!!
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