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Financial Adviser

  • Bristol
  • Permanent
  • £60,000 plus Bonuses and Benefits - Year 1 OTE £100K+

Job details.

Financial Advisor - High Earnings Potential
Salary £60K plus Bonuses and Benefits - Year 1 OTE £100K+

Mbf are currently working with an international Investment Management & Financial Planning organisation to recruit a qualified Financial Adviser. Our client is looking for an individual who has a proven track record of bringing in new clients - must be Level 4 qualified.

The business specialises in providing advice to HNW individuals - The average client will have £600/£700k of investable assets.

The client is looking to recruit an ambitious & motivated individual, success within this organisation will be generously rewarded, with expected earnings to be six figures in year 1 and rising significantly over time due to their generous bonus structure.

These roles can be based anywhere across the UK and are 100% remote (you can travel to the office if you wish to do so).

All leads are generated and qualified via the company's own marketing and telemarketing team (they would most likely pass on 80-90 enquiries per month which they hope you could transfer to 15/20 appointments), the company database (which would obviously involve phone work), and Advisers with longevity in the business will get more referrals from individuals they have assisted previously.


  • Basic salary of £60,000
  • Excellent bonus scheme - paid both monthly & annually
  • To sum up, you can expect to earn £100-£150k in year one. Years 3-4 £200-£250k appx. The top quarter of 35 current Advisors are earning £400-£500k, (three currently) are earning £1M+.
  • Travel expenses paid for by the company.
  • Great company benefits package including: up to 14% pension contribution, medical cover, Dental cover, gym subsidy, season ticket loan etc

We are looking for successful individuals with a proven track record of sales results in gaining new clients. In order to be considered you MUST be Level 4 qualified with knowledge in investment advice, financial markets etc.


  1. Financial Planning

Thomas Williams

Director - Financial Services

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