Mbf are proud to be partnering with a well-established, fully independent financial planning firm known for delivering holistic advice and maintaining an outstanding reputation across Devon and Somerset. Due to a recent acquisition, the business is now looking to appoint an experienced Financial Adviser to take over a substantial existing client book valued at approximately £40M AUM.
Your primary objective will be to deliver outstanding service, ensuring high levels of client retention, while also identifying opportunities to organically grow the book through referrals and professional introducers.
Deliver tailored, holistic financial advice to a diverse client base in line with their individual needs and goals.
Keep up to date with regulatory changes, market trends, and best practices to ensure compliant and effective advice.
A minimum of 2 years' experience as a Financial Adviser, ideally in an independent setting.
Strong knowledge of financial planning, investment products, and retirement strategies.
Level 4 Diploma in Financial Planning (or equivalent) is essential.
A collaborative, supportive working environment with ongoing development opportunities.
Basic salary of circa £65,000 (negotiable depending on experience) plus performance-related bonuses.