Financial Services Professional

15 hours ago


Bristol, Bristol, United Kingdom Talent Finder Full time
Job Title:

Independent Financial Adviser

A seasoned financial expert is sought by Talent Finder, a recruitment agency specialising in placing top talent within the financial services sector.

About the Opportunity:

This role presents an exceptional chance for flexible working arrangements, whether employed or self-employed, with full-time or part-time options available.

Key Responsibilities:
  • Delivering exceptional financial planning services to clients through tailored advice and guidance.
  • Maintaining strong technical knowledge of financial products and services.
  • Building lasting relationships through honesty and integrity, fostering trust and rapport with clients.
  • Providing exceptional interpersonal skills to effectively communicate complex financial concepts.
What We Offer:
  • Tailored compensation packages combining salary and fee share, reflecting experience and performance.
  • Access to in-house model portfolios or bespoke investment options, catering to diverse client needs.
  • Comprehensive support from paraplanning, administration, compliance, research, and IT teams.
  • Dedicated workspace, meeting facilities, and parking accommodations, promoting productivity and work-life balance.
  • Ongoing leads to facilitate client base growth, maximising earning potential.
Requirements:
  • Minimum Level 4 qualification in financial planning, demonstrating expertise and commitment.
  • Strong technical knowledge of financial products and services, staying up-to-date with industry developments.
  • Honesty and integrity in all interactions, maintaining the highest standards of professionalism.
  • Exceptional interpersonal skills for effective communication and relationship building.
Salary:

The estimated salary range for this position is £40,000 - £60,000 per annum, depending on experience and existing client retention levels.



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