Financial Services Professional

18 hours ago


Bristol, Bristol, United Kingdom Coronation Wealth Management Full time

Exciting New Opportunity for a Financial Adviser with Coronation Wealth Management

We are seeking an experienced and ambitious individual to join our successful team as an Associate Wealth Manager. Located in the South Bristol area, we are part of St. James's Place, one of the fastest-growing companies in the UK, with over £180 billion in assets under management.

As a key member of our team, you will be responsible for building long-term relationships with clients, providing expert financial advice and guidance. Our company culture values development and nurturing our Financial Advisers, with a dedicated support team and ongoing training programme.

Our competitive package includes:

  • A highly competitive salary and bonus on new business
  • Dedicated management and back office support
  • Support from our practice principal
  • Professional Indemnity insurance, pension and financial support during your Academy period
  • Immediate access to a large client bank

The ideal candidate will be highly motivated, have a strong desire to continue their professional development, and be passionate about building long-term relationships with a client-centric attitude. If you are independent, ambitious and hardworking, with sales experience desirable, please read on.

Key responsibilities include:

  • Developing and implementing financial plans for clients
  • Providing regular reviews and updates to ensure optimal investment strategies
  • Budgeting and forecasting to help clients achieve their goals

Salary Estimate: £40,000 - £60,000 per annum, depending on experience



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