Job Description
Job Title: Financial Adviser
Location: South West
Salary: Up to £120,000 +Bonus Established Client Bank
Job Reference: 10526
Recruit UK is working with a well-established and highly regarded Financial Planning firm in the South West that is looking to appoint an experienced Financial Advisers as part of its continued growth.
With a strong presence across Exeter, Bristol, Bath and Swindon, our client is keen to speak with experienced advisers who share its client-first approach and can become a trusted, long-term pair of hands for their clients.
This is an opportunity to join a business known for it's supportive, collaborative culture, backed by a larger and ambitious wealth management group.
The opportunity:
You'll manage and develop a portfolio of existing clients, building long-term relationships and providing holistic financial planning across areas including investments, pensions, retirement and estate planning.
Importantly, the business is focused on ensuring its Financial Planners have the capacity to provide genuinely high-quality advice. You'll benefit from an established support structure, allowing you to spend more of your time developing relationships and advising clients.
Alongside looking after your existing portfolio, you'll have the opportunity to grow your client base and develop professionally within a larger, ambitious wealth management group.
What's on offer?
- Basic salary Up to £120,000 depending on experience (negotiable)
- Bonus scheme
- Client bank / strong lead source
- 25 days' holiday + bank holidays (increasing with service)
- Private Medical Insurance
- 4x salary Death in Service
- Group Income Protection
- 5% employer Pension
- Flexible/hybrid working
- Strong support infrastructure
- Support towards Chartered status
- Excellent long-term career and development opportunities
- Warm, collaborative working culture
What we're looking for:
- Level 4 Diploma qualified (or equivalent)
- Experienced Financial Planner/Financial Adviser
- Ideally achieved or working towards Chartered status
- Strong relationship-building and communication skills
- Proactive, organised and committed to excellent client outcomes
If you're an experienced Financial Adviser looking for an established client bank, strong earning potential and the backing of a growing business, we'd be keen to hear from you.
