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Financial Adviser - Client Book Provided

mbf.
Posted 10 hours ago, valid for 11 days
Location

Bristol, City of Bristol BS6 5EX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A prestigious national financial planning and investment management business is seeking an experienced Financial Adviser to inherit a well-established client book.
  • The role offers a salary of up to £75,000, along with additional bonuses and benefits such as private medical insurance and a generous holiday allowance.
  • Candidates should have a proven track record as a Financial Adviser and a minimum of Level 4 Diploma qualification.
  • Key responsibilities include building relationships with clients, delivering tailored financial advice, and collaborating with a dedicated support team.
  • The position requires the ability to travel across the South West and attend the Bristol office weekly for team meetings.

A prestigious national financial planning and investment management business is seeking an experienced Financial Adviser to inherit an extensive and well-established client book. This role offers the opportunity to join a leading firm at the forefront of the industry who have ambitious growth plans.

The Role:This is a unique opportunity to receive an extensive and well-established client bank, provided as part of a seamless transition from a retiring Financial Adviser. You will work closely with the retiring Adviser during the handover period to ensure client satisfaction, retention, and continuity of service.

Key Responsibilities:

  • Build and nurture relationships with a high-value, loyal client base.
  • Deliver expert financial planning advice, tailored to individual needs.
  • Collaborate with a dedicated Paraplanning, Administration, and Compliance team to focus on providing a top-tier client experience.
  • Attend the Bristol office once a week for team meetings and Paraplanning collaboration.
  • Travel across the South West to meet clients as required.

What’s On Offer:

  • Salary: Basic up to £75,000 with additional bonuses.
  • Benefits: Generous holiday allowance, Private Medical Insurance, Death in Service, Income Protection, and more.
  • Support: Full Paraplanning, Administration, and Compliance support to ensure your time is spent on what matters most - your clients.

What We’re Looking For:

  • A proven track record as a Financial Adviser, with experience managing client relationships.
  • Diploma qualified (Level 4) with strong technical knowledge of financial planning products and services.
  • Excellent communication skills and a client-first mindset.
  • Ability and willingness to travel within the South West region.

This role offers a rare chance to step into a ready-made book of business, supported by a leading firm with a sterling reputation in the financial services sector.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.