Financial Adviser - clients provided

  • Location

    Weston-super-Mare

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £75000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3311_1637833317

  • Published:

    6 days ago

  • Expiry date:

    2021-12-25

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

MB Fitzgerald are working with a Chartered and fully independent financial planning practice to recruit an experienced Financial Adviser. The organisation is well established and have a fantastic reputation in the South West, they are a market leading company that have grown considerably over the past 5 years.

Due to this continued growth and increasing business levels, they now require an additional Financial Adviser to join their team. The role will be based from the Weston-Super-Mare offices; however, it will involve servicing clients across Somerset and the South West.

The client is looking to recruit an individual with the following:

  • Level 6 qualified - the client will also consider exceptional Level 4 qualified Advisers
  • At least 3+ years experience in an IFA/Financial Advisory position
  • Proven track record providing high quality advice
  • Individuals that hold SOLLA accreditation would have an advantage but not a necessity

The vast majority of this role will be servicing clients (a client bank will be given to you upon joining). You will also be provided with leads and access to professional introducers who work very closely with the business which will enable you to develop new business to help drive the company forward.

The client is offering a basic salary to £75,000 + bonuses and company benefits including: generous holiday allowance, death in service, pension, PMI, annual salary reviews plus much more.