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Financial Advisor

Premier Jobs UK Limited
Swindon, Wiltshire, United Kingdom
Competitive Salary
Closing date
Jan 15, 2022

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Job Role
Contract Type
Full Time
Level of qualification
Qualified, CIMA
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This Financial Advisor job in Shrivenham, is ideal for individuals looking to join a growing wealth planning firm and be provided with existing clients

You would be provided with circa 80 clients holding £7m AuM for servicing based in Wiltshire and Oxfordshire. Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements.

The provided client bank will generate you earnings of circa £2,500 - £3,000 pm, this provides an excellent foundation for you to build on.


You would receive full paraplanning and administration support from their back office team

Financial Advisor Requirements

  • You should be a current Financial Advisor with full Level 4 Diploma in Financial Planning
  • You must be a motivated individual, keen to write good levels of business

The Company

The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £500m of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The company have tremendous growth prospects with their goal to achieve £1bn AuM and are already on their way to achieving this.

Financial Advisor Benefits

  • Self-employed role with OTE of £60,000 - £80,000+
  • Guaranteed draw would be considered
  • Hybrid model of 50/50 office and home working
  • No monthly fees
  • Full ownership of any client you bring with you
  • Joining a team of likeminded Financial Advisors and support staff



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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