This Financial Adviser job is ideal if you want to spend more time advising clients and less time worrying about where your next opportunity is coming from. You will join an established, expanding advice business that is actively investing in its Financial Adviser team, infrastructure and internal lead generation.
As a Financial Adviser, you will provide holistic financial planning advice to both new and existing clients, supported by strong in house lead flow and administrative support. While some existing clients may be available, the majority of your activity will come from internally generated enquiries with consistently high conversion rates.
Key highlights of the Financial Adviser role include: A steady pipeline of internally generated leads Flexibility to operate as an employed or self employed Financial Adviser A professional office based environment designed to improve adviser productivity The opportunity to build a long term client bank with clear progression potential You will be encouraged to work from the office when not meeting clients, while still benefiting from flexibility for up to two days per week working from home.
Financial Adviser Requirements Level 4 Diploma in Regulated Financial Planning Proven experience working as a Financial Adviser within the UK market Strong knowledge of holistic financial planning and advice process Ability to manage and convert leads into long term client relationships CF30 status or ability to obtain
The Company The company is a well established financial planning and professional services firm with multiple regional offices. They have built a reputation for quality advice, strong compliance standards and a supportive, professional culture.
Financial Adviser Benefits Employed Financial Adviser Basic salary from £45,000 to £60,000 depending on experience Salary validation at 2.5 times salary, then 10 percent bonus Hybrid working with office and home based flexibility
Self Employed Financial Adviser 60 percent income retention on self generated business 40 percent income retention on provided leads and clients Ownership of all self generated clients Income smoothing available for the first 12 months on a case by case basis
Location You should be based within approximately 20 miles of Taunton, Barnstaple with flexibility to work across these offices as required. If you are a Financial Adviser looking for strong lead flow, flexibility and long term opportunity, apply now to find out more.
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