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??Independent Financial Advisor / Financial Servicing Adviser - High-Quality Clients, No Client Hunting Required! ??
?? Location: Bath (Hybrid - 3 Days in Office, 2 from Home)?? Salary: £65,000 + Bonus (OTE £90k+ in Year 2) + Full Benefits
Are you a Level 4 Qualified Financial Adviser with CAS status and at least 3 years of advisory experience? Looking for a role where you can focus on client service rather than hunting for new business? This brand-new Servicing Adviser role is perfect for you!
?? Why This Role?
? Step into a Warm Client Bank - You’ll inherit 200-250 clients in Year 1, managing between £25M-£30M AUM from advisers with overflowing client banks.? No Cold Prospecting - This is a pure servicing role, so no need to hunt for new clients.? Diverse Portfolio - Work across investments, pensions, and protection (minimal cashflow modelling required).? Hybrid Working - 3 days in the office, 2 days from home.? Full Support - Benefit from dedicated paraplanning and admin teams so you can focus on client relationships.? Exceptional Earnings Potential - Base salary of £65k, with a clear bonus structure aiming for £90k+ OTE in Year 2.
?? What We’re Looking For:
?? Level 4 Qualified (Diploma in Financial Planning)?? Competent Adviser Status (CAS)?? 3+ Years of Experience providing financial advice?? Client-Centric & Professional - Backgrounds from SJP, bancassurance, or similar are welcome!
?? Ready to Hit the Ground Running? We Need You NOW!
If you're ready to step into a high-quality, well-supported advisory role with a clear path for growth, we want to hear from you.
?? How to Apply: Send your CV and availability for a confidential chat to Ryan at Financial Divisions
