Experienced Financial Adviser - Profitable Client Bank + Annual Bonus + Car Allowance

Birchfield Recruitment
Bath, Somerset
10 Jun 2017
10 Jul 2017
Contract Type
Full Time

Our client is a highly established and successful independent financial advisory firm whom have significant recognition for the provision of tailored advice.

This is an unique opportunity to join the organisation as an Experienced Financial Adviser where you will have the opportunity to manage an existing profitable portfolio. With no immediate requirement for you to transfer clients you will have the opportunity to make an instant impact within the business.

You will benefit from receiving regular introductions from a variety of established introducers. Genuine support and guidance to ensure a successful transition to the business and an opportunity to be part of an ambitious team with autonomy to grow and develop your portfolio.

Administrative support is provided in order to enhance your ability to interact with clients and deliver a truly bespoke and personal service to your clients.

Objectives are clear and transparent, giving you opportunity to create a personal business plan that reflects your individual aspirations.

The successful applicant will possess the following:

  • Current experience offering advice and CAS
  • Good understanding of Pensions and Investments
  • Self Motivation
  • Ability to participate in a team environment

In return you will receive:

  • A competitive basic salary and transparent bonus structure
  • Car Allowance
  • Flexible Benefits
  • Support and Guidance
  • Opportunity to carve a long and progressive career
  • Profitable Client Bank

Should you believe that you have these skills or wish to have a confidential conversation to discuss the role in more detail please contact Laura directly O789 49O.