Posted: 17 June
The role
Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further.
This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new planning opportunities, rather than simply maintaining the status quo.
As the Financial Adviser, you will take responsibility for a portfolio of approximately 150 clients with funds under management in excess of £30 million. The client base is primarily investment and retirement focused, providing a strong platform for ongoing advice and future growth. This Financial Adviser job suits someone who enjoys client facing work, spotting opportunities and building long term relationships.
Key elements of the Financial Adviser role include
Managing and developing an existing client bank Delivering holistic financial planning advice Identifying new business and referral opportunities Building strong, long term client relationships Becoming a key part of the firms future adviser population
There is clear progression for the right Financial Adviser, including support towards Chartered status and the potential to become a long term stakeholder in the business.
Financial Adviser Requirements
Level 4 Diploma qualified is essential
2+ years experience as a practising Financial Adviser is essential
Proven ability to manage and grow client relationships
Strong investment and retirement planning experience
Comfortable leading client meetings independently
The Company
This is a well established Chartered financial planning firm with a strong regional presence and a clear focus on quality advice, long term relationships and adviser development.
Financial Adviser Benefits
Employed or self employed options available
Salary of £50,000+ (Depending on Experience) with an OTE of £75,000+
Bonus on all new business
Death in service benefit and private medical cover
Enhanced pension contributions
Share option scheme for long term commitment
Full support towards Chartered status
Hybrid working with autonomy over diary management
Location Clients are based across Cheltenham and Gloucester, so the Financial Adviser should live within sensible commuting distance and be present in the region most of the week.
If you are a Financial Adviser looking for a role where you can truly make a client bank your own, apply now to find out more.
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