Financial Adviser

Posted on Jan 20, 2019 by Anonymous

Bristol, Bristol United Kingdom
Immediate Start
£45k - £50k Annual
Are you an experienced Independent Financial Adviser looking to takeover an existing client bank with long term opportunities of share options and potential to step into management?

The Company

Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has secured investor backing, to undertake rapid growth. Therefore, this presents an excellent opportunity for an experienced Independent Financial Adviser to have a beneficial career over both the short and long term! Read more to see how this role could be attractive to you…

Clients and business opportunities

You will be provided with an existing client bank of 130 with £10m FuM, following the business purchasing the clients from retiring IFA's. Therefore, you will be undertaking the ongoing servicing of their financial planning reviews; plus have excellent opportunity to identify new business and obtain referrals. As part of your role as an Independent Financial Adviser, you will also have time within your working week to focus on generating new prospects (Managing Partner of the firm will be able to provide excellent guidance and advice on different methods to utilise).

Long term benefit

As our client are ready to undertake rapid growth; by joining them now you will be in a prime position to be part of their journey. This could include opportunity to have part / full management responsibilities and / or share options.

Requirements to be considered

They are seeking an experienced Independent Financial Adviser, qualified to minimum Level 4 Diploma level (ideally on route / desire to become Chartered). You should possess excellent relationship building skills and ability to identify / source new business.


* Salary of circa £50,000 dependent upon experience, plus excellent bonus percentage paid after 2 times salary validation

* Mileage reimbursement for meeting clients

* 25 days holiday plus bank holidays

* Auto-enrolment pension and share options after probation period

* Back office support provided with paraplanning available.

* Office based role when not out seeing clients

* Flexible working hours to meet the needs of your clients


* Bristol

Apply Now ! or call David Fletcher Regional Recuitment consultant on (phone number removed)

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS LTD uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS LTD gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information within this advert

Reference: 619216261

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