Independent Financial Adviser – £40m AUM, Hybrid/Autonomy

Independent Financial Adviser – £40m AUM, Hybrid/Autonomy

Full-Time 75000 - 75000 £ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Deliver holistic financial planning advice and manage a client bank of £40m AUM.
  • Company: Financial Divisions is dedicated to adviser development and offers a supportive work environment.
  • Benefits: Enjoy a competitive salary up to £75,000, bonuses, and full administrative support.
  • Other info: The position is based in St. Austell, providing a well-established client base.
  • Why this job: This role offers genuine flexibility and autonomy in working patterns.
  • Qualifications: Candidates should aim for Chartered status and have experience in financial advising.

The predicted salary is between 75000 - 75000 £ per year.

Financial Divisions is seeking an Independent Financial Adviser in St. Austell, offering a competitive salary of up to £75,000, plus bonuses, and a well-established client bank of approximately £40m AUM.

This role provides genuine flexibility in working patterns and a supportive environment that invests in adviser development.

The ideal candidate will inherit an extensive client base while delivering holistic financial planning advice. You will benefit from full administrative support, AI assistance, and comprehensive training towards Chartered status.

Independent Financial Adviser – £40m AUM, Hybrid/Autonomy employer: Financial Divisions

Financial Divisions, located in St. Austell, prioritises adviser development with comprehensive training towards Chartered status. The firm supports its advisers with AI assistance and a strong administrative team, ensuring a focus on client relationships.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Independent Financial Adviser – £40m AUM, Hybrid/Autonomy

Holistic Financial Planning
Client Relationship Management
Financial Analysis
Investment Strategies
Regulatory Compliance
Communication Skills
Sales Skills