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Hybrid Working Available
We are excited to partner with a prestigious Wealth Management firm in Bath that has built a strong reputation over several years for providing clear, jargon-free financial advice. Due to continued growth, they are now seeking a seasoned Financial Adviser to take over an established portfolio of clients. This opportunity is perfect for those who enjoy providing comprehensive financial planning without the pressure of sales targets. The firm prides itself on its client-first approach, maintaining high levels of client retention, with a significant portion of new business stemming from client referrals and recommendations.
In this role, your focus will be on developing long-term, trusted relationships with clients, understanding their financial goals, and delivering tailored advice across areas such as pensions, investments, protection, and intergenerational planning. The firm provides full administrative and paraplanning support, allowing you to concentrate on delivering high-quality, client-focused advice. With around three years of experience in financial advice, this is a fantastic opportunity for those looking to progress their career in a supportive environment. Additionally, the firm offers full backing for those seeking to achieve Chartered status.
This position offers the flexibility of hybrid working, along with a highly competitive salary in the range of £60k to £70k, a generous bonus structure, and an attractive benefits package. The firm is committed to nurturing talent and fostering a professional, team-oriented environment where you can thrive. If you're looking for a role that offers both personal and professional growth in a supportive and client-focused firm, we want to hear from you.
To apply, please send your CV to Joanna at Financial Divisions to discuss this role in more detail.
