Back to search
Join a highly professional and well-established family-run wealth management firm, known for its polished approach and commitment to excellence. With dedicated administrative and paraplanning support, you’ll have the resources to allow you to focus on building relationships and growing your client base. You will also be provided with circa 60-70 existing clients who require expert ongoing servicing, giving you a strong foundation to develop further.
Key Responsibilities as a Financial Advisor:
- Engage with new and existing clients to understand their financial needs, present tailored solutions and guide them through the decision-making process.
- Maintain relationships with existing clients by providing periodic reviews, market updates and strategic financial guidance to strengthen trust and encourage referrals.
- Stay ahead of industry trends, regulatory changes, and investment strategies by actively pursuing CPD requirements.
Requirement Skills & Qualifications for a Financial Advisor:
- Must hold LIBF or CII Level 4 qualification or equivalent to meet regulatory requirements.
- Confident in engaging with clients and explaining complex financial concepts clearly.
- Must have some experience in the financial services industry and ideally providing advice.
- Located in or around Weston-Super-Mare.
Benefits for a Financial Advisor:
- Working for a well-established and highly regarded firm, with over 40 years of trading.
- Initial client bank provided of 60-70 clients with AUM and requiring ongoing servicing with potential to identify further opportunities.
- Clients predominantly located accessible to Weston-Super-Mare.
- Professional offices with free parking.
- Computer and software provided.
- Hybrid and flexible working.
- Access to administration and paraplanning support.
- Be part of a supportive and cohesive team with a family orientated feel.
- Self employed opportunity with a guaranteed income from ongoing servicing.
- Become part of a renowned network, benefiting from our proposition, provider relationships and compliance support.
If you are a driven adviser who thrives in a team environment and wants to be part of a firm that values both professionalism and long term client care, apply today!
