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Financial Advisor

Premier Jobs UK Limited
Bristol, South West England, United Kingdom
Competitive Salary
Closing date
Nov 25, 2021

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Job Role
Contract Type
Full Time
Level of qualification
Qualified, CIMA
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This home based, employed Financial Advisor job is ideal for individuals keen to build a significant client bank through new business development and some existing clients

As a Financial Advisor, you will be delivering excellent financial planning advice and service to clients.

You will be proactively contacting legacy clients to convert them onto their ongoing service propositions. As such, you will be providing holistic financial planning advice to private clients, with assets in excess of £160,000. You should focus on maintaining and nurturing existing client relationships.

This role will be focused on new business, therefore you will be given new business leads to convert. Plus some existing clients.

Our client offers independent financial advice with a centralised investment proposition and centralised platform.

Financial Advisor Requirements

You must hold Competent Adviser Status as a Financial AdvisorYou must be qualified to minimum Level 4 Diploma in Financial Advice or equivalentChartered status or working towards this, would be desirable, but not essentialMinimum 3 years successful track record of advising clients, generating referrals and proactively seeking new businessThe Company

Established over 20 years ago, specialising in independent financial advisory and employee benefits sector. The business has grown organically as well as through some acquisitions with a turnover of £18m. The business has c200 staff of which there are 35 - 40 Private Client Advisers and 15 Corporate Consultants.

Financial Advisor Support

Full client support is provided to ensure more emphasis on advice and less on administration. This is a named support and will either be within the regional or centralised teams. In addition, there is a centralised Paraplanning service who prepare reports.

Financial Advisor Benefits

Salary up to £65,000 dependent on experience plus bonusHome based role with national travel including visit to Bristol office on quarterly basis25 days holiday + BH and the opportunity to increase with service yearsMileage allowance, Private Medical Insurance (can add family at extra expense), Company Pension scheme - 7.5% employer and 5% employee, 4 x death in service, 75% Income Protection, Voluntary Critical Illness / Cash PlanLocation

Home based

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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