A prestigious national financial planning and investment management business is seeking an experienced Financial Adviser to inherit an extensive and well-established client book. This role offers the opportunity to join a leading firm at the forefront of the industry who have ambitious growth plans.
The Role:
This is a unique opportunity to receive an extensive and well-established client bank, provided as part of a seamless transition from a retiring Financial Adviser. You will work closely with the retiring Adviser during the handover period to ensure client satisfaction, retention, and continuity of service.
Key Responsibilities:
- Build and nurture relationships with a high-value, loyal client base.
- Deliver expert financial planning advice, tailored to individual needs.
- Collaborate with a dedicated Paraplanning, Administration, and Compliance team to focus on providing a top-tier client experience.
- Attend the Bristol office once a week for team meetings and Paraplanning collaboration.
- Travel across the South West to meet clients as required.
What’s On Offer:
- Salary: Basic up to £75,000 with additional bonuses.
- Benefits: Generous holiday allowance, Private Medical Insurance, Death in Service, Income Protection, and more.
- Support: Full Paraplanning, Administration, and Compliance support to ensure your time is spent on what matters most – your clients.
What We’re Looking For:
- A proven track record as a Financial Adviser, with experience managing client relationships.
- Diploma qualified (Level 4) with strong technical knowledge of financial planning products and services.
- Excellent communication skills and a client-first mindset.
- Ability and willingness to travel within the South West region.
This role offers a rare chance to step into a ready-made book of business, supported by a leading firm with a sterling reputation in the financial services sector.
Sector:
- Financial Services
- Financial Planning
