Truestar Talent Ltd

1 job(s) at Truestar Talent Ltd

IFA
Truestar Talent Ltd Bristol, Somerset
Sep 22, 2025
Full time
Independent Financial Adviser- Bristol Basic: £60,000 Year 1 OTE: £100,000+ Year 2: £200,000+ Join a progressive wealth management firm offering a warm client bank, transparent earnings structure, and full adviser support. What's on offer: 150 active clients provided (c.£30M-£40M AUM) Validation set at 3x salary, fully covered by assigned AUM 50% bonus on new business written above validation Bonus uplifts for fee increases (typically c.£10K+) Product mix: 60% pensions, 30% investments, 10% protection & estate planning Average client size £200K, all within a 50-mile radius Flexible servicing - face-to-face or Zoom Dedicated paraplanning and admin support Growth opportunity: Uplift from 0.5% to 0.75% ongoing fee Weekly legacy client opportunities (2+ cases) Strong provider relationships (Aviva, Fidelity, Rathbones, etc.) Backing for adviser-led marketing and client initiatives Benefits: 5% matched private pension Private medical cover incl. dental Death in Service cover Ongoing CPD and professional development support Remote working This is a rare chance to take on a high-quality client bank and build your future in a firm that truly supports and rewards its advisers. Please could you forward a copy of your CV at your earliest convenience so we can move ahead with immediate shortlisting.