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Financial adviser

Weston-super-mare
Recruit UK Ltd
Financial advisor
Posted: 10h ago
Offer description

Job Title: Financial Adviser

Industry: Financial Services

Location: Weston Super Mare

Salary: Up to £100,000

Reference Number: 10113


Job Description:

Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a growing and ambitious firm in Weston Super Mare.

This is a key hire for the business and offers a genuine long-term career opportunity, with clear scope for progression into management for the right individual. Culture, client outcomes, and longevity are central to this firm’s values, and they are looking for an adviser who aligns with this approach.

The firm is in an exciting growth phase and has long-term ambitions to move towards employee ownership. The successful candidate will inherit and develop strong professional relationships and work with high-quality clients through a holistic, joined-up advice process.


Duties include:

* Providing holistic financial planning advice to a portfolio of clients
* Building and maintaining long-term client relationships with a strong focus on integrity and outcomes
* Working closely with professional introducers, including solicitors and niche account connections, to generate new business
* Developing opportunities through existing internal relationships, including shared connections from a transitioning BDM
* Delivering compliant, high-quality advice in line with FCA requirements
* Maintaining accurate client records and documentation
* Contributing to the firm’s collaborative culture and long-term growth strategy
* Supporting the future development of the business, with potential management responsibility over time


What’s in it for you:

* Competitive package with earnings up to £100,000
* Pension, Death in Service (DIS), Private Medical Insurance (PMI)
* Bonus
* High-quality client base, leads and support
* Strong emphasis on culture, integrity, and joined-up thinking
* Long-term career progression


Skills and Experience Required:

* Proven experience as a Financial Adviser / Financial Planner
* Clean and transparent FCA Register history (will be reviewed)
* Strong client-centric mindset with a holistic approach to advice
* Excellent communication and relationship-building skills
* Professional, ethical approach aligned with long-term client care

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