Financial Advisor

About the Role

We are seeking independent and employed Financial Advisors to join a well-established independent advisory firm based in Somerset. This role offers you the opportunity to manage your own client base, with the added benefit of inheriting an existing client bank and unlimited earning potential.

You’ll have access to an established portfolio of clients to nurture and grow, while also having the flexibility to seek new business. Whether you’re bringing in new clients or developing existing relationships, this role combines autonomy with full support to help you succeed.

• Client Engagement:Conduct detailed financial reviews with clients, assessing their current financial situation, goals, and future objectives.
• Tailored Advice: Provide personalized financial advice and recommend appropriate products based on individual client needs.
• Product Research: Research a broad range of approved product providers and present the best solutions to clients.
• Business Development: Build on the existing client bank and actively seek new business opportunities to expand your portfolio.
• Ongoing Relationship Management: Develop and maintain long-term relationships with clients, providing ongoing advice and financial solutions tailored to their evolving needs.
• Market Awareness: Stay updated on financial regulations, new products, and market trends to maintain a high level of expertise.

• 60-70% Commission: For new business generated by you
• 40% Commission: For managing and developing the existing client bank
• Competitive earning potential with OTE between £50,000 and £100,000+, depending on performance
• No monthly fees, with full support provided for systems, administration, and marketing

• Unlimited Earning Potential: Competitive commission structure with substantial earning potential based on performance
• Existing Client Bank: Inherit an established portfolio of clients, giving you an immediate foundation to grow your business
• Flexibility: Self-employed status with flexible working hours and the option to work remotely
• Full Support: Access to back-office systems, marketing support, and advanced tools to help you succeed
• Professional Development: Ongoing training, development, and support, including access to industry certifications and high-level sales training
• Autonomy: Manage your own schedule and client base while enjoying the freedom to grow your business on your terms

We are looking for candidates who:

• Hold a Diploma in Regulated Financial Planning (or equivalent qualification)
• Have proven experience in providing financial advice and managing client relationships
• Possess a client bank with funds under management (or are experienced in managing an existing portfolio)
• Are self-motivated, with the drive to succeed in a commission-based environment
• Have strong communication skills and the ability to build lasting relationships with clients
• Are IT literate, with experience using CRM systems and financial planning tools

This is an exciting opportunity for a motivated, financial advisor to inherit an established client base and take control of their earnings. You’ll enjoy the flexibility to work independently while having the support of a respected firm to help you succeed.

If you're looking to maximize your earning potential, work with an existing client bank, and have the freedom to grow your own business, this opportunity is for you.