At a Glance
- Tasks: Build client relationships and deliver tailored financial advice in a supportive team.
- Company: Fast-growing wealth management firm with a collaborative culture.
- Benefits: Competitive salary, performance bonuses, private healthcare, and generous holiday allowance.
- Other info: Flexible working options and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial advice.
The predicted salary is between 49500 - 60500 £ per year.
Exciting opportunity with a fast-growing wealth management firm. Are you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.
Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join their collaborative team. What makes this Financial Advisor role different?
- Recent advisors in their team have hit their annual targets within months due to the volume and quality of opportunities available.
- You'll work within a truly collaborative environment where senior practitioners share knowledge freely, and support teams (including Paraplanners and Client Relationship Managers) handle the administrative burden, allowing you to focus on what you do best: building relationships and delivering exceptional advice.
Responsibilities include:
- Managing your own client relationships and delivering holistic, compliant financial advice.
- Conducting comprehensive reviews and creating tailored strategies across pensions, investments, and protection.
- Converting warm leads into long-term client relationships.
- Working towards agreed performance targets with full support.
Financial Advisor Requirements:
- Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards Chartered is desirable).
- Experience delivering holistic financial advice in a planning-led environment.
- Strong understanding of FCA regulatory requirements.
- Track record of building and maintaining client relationships.
Our client is an award-winning financial planning firm with a reputation for putting clients first and investing heavily in their people. Following recent investment, they're executing an ambitious growth strategy whilst maintaining their collaborative, supportive culture. They operate a salaried model with performance bonuses, and all advisors have the opportunity to participate in equity ownership.
Financial Advisor Benefits:
- Competitive salary based on experience.
- Discretionary performance bonus scheme.
- Private healthcare (after qualifying period).
- Group income protection and life assurance.
- 24 days holiday rising to 26, plus 2 additional days at Christmas.
- Wellbeing programme, eye care scheme, and cycle to work scheme.
This Financial Advisor opportunity is open to candidates based in or around Manchester, Birmingham or Bristol/Bath. Flexible working arrangements are available, though regular client meetings and team collaboration are part of the role.
Apply now to find out more about this exceptional Financial Advisor position.
Locations
Financial Advisor (Investments / Pensions) (Permanent) in Radstock, Somerset employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
