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Financial Adviser

WEALTHLINK RECRUITMENT LTD
Posted 17 hours ago, valid for a month
Location

Bristol, City of Bristol BS6 5EX

Salary

£40,000 - £48,000 per annum

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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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  • The Financial Adviser position is based in Bristol with no requirement to attend the office.
  • The salary ranges from £50,000 to £70,000, along with a 20% bonus on all new business generated.
  • Candidates must have a Level 4 diploma in Financial Planning and at least 3 years of experience in regulated financial planning in the UK.
  • The role involves ensuring a smooth transition for new clients and developing new client relationships.
  • The position offers the option for fully remote work after an initial settling-in period, along with 25 days of annual leave and a strong benefits package.

Financial Adviser

Location Bristol, No requirements to attend the office

Salary £50,000 - £70,000

Bonus 20% on all new business generated

Duration Permanent, Full Time

We are working with a Bristol based IFA who are looking for an experienced Financial Adviser to join their team. It is an exciting time to join the business as there are several acquisitions of client banks close to being finalised.

The primary function of the role is to ensure a seamless transition for new clients acquired by the business and provide a high quality ongoing holistic financial panning service. You will also be expected to develop new client relationships as and when possible.

What’s on offer?

  • Salary up to £70,000
  • 20% bonus on all new business generated
  • Option for fully remote work after initial settling in period
  • 25 days annual leave + bank holidays
  • Strong benefits package with DIS and PMI

Requirements for the Financial Adviser

  • Level 4 diploma in Financial Planning
  • 3+ years experience providing regulated financial planning in the UK
  • Track record of building strong client relationships
  • Ability to bring new clients into the business

What’s Next?

If you are interested in the Financial Adviser position apply now and if you meet the requirements one of our consultants will be in contact with you within 24 hours

Financial Adviser, IFA, Financial Planning, Wealth Management, Financial Services

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.