At a Glance
- Tasks: Generate new clients and deliver lifestyle-focused financial planning.
- Company: Growing wealth management firm with a supportive culture.
- Benefits: Salary up to £75,000, extensive support, and flexible hours.
- Other info: Enjoy a balanced work-life with early finishes and monthly days off.
- Why this job: Join a dynamic team and make a real impact in financial advising.
- Qualifications: Level 4 qualified Financial Adviser with strong client acquisition skills.
The predicted salary is between 47000 - 65000 £ per year.
A highly regarded and rapidly growing national wealth management group is looking for an experienced financial adviser to join its established Bristol office. We have worked with this business for over ten years and can say with confidence that they invest in people for the long term.
The opportunity is well-supported from day one. A centralised national marketing team generates leads directly for the advisory team, and the Bristol office benefits from an established network of local professional introducers including law firms and accountancy practices. Referrals also come from the existing adviser team, who carry established books of business, and there is a realistic prospect of inheriting a retiring adviser's client bank in due course. For the right person, the platform for building a substantial and long-term income is firmly in place.
Full paraplanning and financial planning administration support means your time is spent where it should be — with clients. The firm holds Chartered status, carries a five-star Defaqto rating on its core managed portfolios and offers whole of market products, giving you a genuinely strong proposition to take to market. Structured training and career development programmes are in place for those who want to grow within the group.
The validation structure has been designed to give new advisers a genuinely accessible runway, with a phased approach that reflects the realities of building a quality client base. Beyond the base salary, advisers have access to a profit share scheme operating on a five-year revolving cycle, with the potential to earn up to three times annual salary at the upper boundary. The wider benefits package is strong, covering holiday, flexible and remote working, pension, death in service and a range of additional perks.
Chartered Financial Planner status will attract a higher salary of up to £80,000. Non-chartered candidates with strong experience will be considered to £70,000.
Independent Financial Advisor employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with other professionals on LinkedIn. The more people you meet, the more opportunities you'll uncover.
✨Tip Number 2
Show off your expertise! Consider hosting a webinar or writing articles about financial planning. This not only showcases your knowledge but also helps you attract potential clients who resonate with your approach.
✨Tip Number 3
Follow up! After meeting someone new, drop them a quick email or message to keep the conversation going. Building relationships takes time, and a little persistence can go a long way in securing new clients.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented Financial Advisers like you. By applying directly, you’ll get noticed faster and have a better chance of landing that dream role.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your track record of generating new clients and any relevant qualifications. We want to see how you can hit the ground running!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your relationship-building skills and commercial drive. Let us know why you're passionate about lifestyle-focused financial planning and how you can contribute to our team.
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Include specific examples of how you've won new clients or built strong relationships in previous roles. We love seeing numbers and results that demonstrate your impact.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss your past successes in generating new clients. Be specific about the strategies you used and the results you achieved. This will show that you’re not just talk; you’ve got the numbers to back it up.
✨Build Rapport Quickly
Since this role requires strong relationship-building skills, practice how you can connect with the interviewer. Think of ways to establish common ground or share relevant experiences that demonstrate your ability to build trust and rapport with clients.
✨Showcase Your Independence
Highlight your ability to work independently while still being a team player. Prepare examples of how you’ve successfully managed your own client base or projects, and how you’ve supported your colleagues in a developing team environment.
✨Align with Their Values
Research the firm’s approach to lifestyle-led financial planning and be ready to discuss how your philosophy aligns with theirs. Show that you understand their mission and are genuinely interested in contributing to their growth and success.
