Employed Financial Adviser

Recruit UK
Bath, UK
16 Aug 2019
06 Sep 2019
Contract Type
Full Time
Job Title: Employed Financial Adviser

Industry: Financial Services

Location: Bristol/Bath

Salary: Negotiable, depending on experience

Reference Number: 13963

Job Description:Recruit UK are working on an excellent opportunity for a Financial Adviser in Bristol/Bath to join an Independent Wealth Management Company.

This organisation is one of the South's leading Wealth Management firms with offices and employees spanning the whole of the UK. They were established nearly 20 years ago and have since become one of the most successful Wealth Management firms advising clients with AUM of nearly £5 billion and rising. They're always looking for new acquisitions and have recently secured several opportunities across Wiltshire which lead to this new vacancy.

The role will involve managing a client bank from the beginning as the company continues to expand, what this means to you is that there is no expectation to have current clients, nor are you expected to generate new leads from the outset. As and when the need does arise you will partake in increasing your own network and client bank. The clients provided vary but include corporate and private individuals with varied assets including HNW and UHNW.
  • Are you an individual who can hit the ground running?
  • Do you have a wealth of experience but not necessarily the tools nor clients to continue as you are?
  • Are you looking for flexibility to manage your own diary?

If you have answered yes to the above, look at the benefits of joining this firm below and get in contact with me today.

What's in it for you:
  • Salary negotiable dependent on experience
  • Instant access to a client bank
  • Ability to earn a bonus from the beginning - no validation point nor targets in order to activate this on all new business opportunities.
  • Flexibility to build and develop your own clients and manage the existing clients immediately
  • Benefits include: bonus scheme for new business (15% immediately) and recurring income servicing (15% after 2 years), parking, assistance with exam book/entry should you wish to become Chartered, a generous car allowance.
  • Full back office assistance, access to administration and paraplanning support.

Skills and experience required:
  • Diploma in Financial Services
  • Ideally, 2 years' experience advising
  • Currently holding CAS/SPS desirable but not essential
  • Interested in speaking with individuals with experience in Independent, Restricted Advice or Bankassurance.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with an Independent Wealth Management Company based in Bristol/Bath on a Financial Adviser role.

Our commitment to you
  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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