Experienced Advisor Role

4 days ago


Bristol, Bristol, United Kingdom Premier Jobs UK Full time

We are seeking an Experienced Advisor to join our team of Financial Advisors at Premier Jobs UK. This opportunity is perfect for a motivated and experienced professional looking to work with quality leads and existing clients provided from the comfort of their own home.

The successful candidate will be joining a highly respected IFA firm that consistently improves its client proposition and features in the industry press for its success. The business typically offers an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.

Key Responsibilities:

  • Delivering advice to clients through a mixture of in-person meetings, virtual sessions, or office visits.
  • Servicing existing clients and converting business opportunities offered from company marketing initiatives.
  • Building the portfolio through proactive activities including asking for referrals, networking and utilising social media.

Requirements:

  • A Level 4 Diploma qualification as a Financial Advisor with CAS status for financial planning advice.
  • Possibility to consider individuals relatively early in their advising career.

What We Offer:

  • An estimated salary of £60,000 - £80,000 per annum, depending on experience.
  • Opportunities for professional growth and development within a highly respected IFA firm.
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