Financial Advisor

This Financial Adviser job in Bristol area provides opportunity to join a well-respected Chartered business and benefit from being provided with existing clients

You will be provided with existing clients of circa £20m AuM with your aim to service, retain and grow this portfolio.

The business have positioned themselves to operate with average client holdings of £500,000+ and often have clients still in accumulation phase. This client bank contains many medical professionals, therefore individuals with experience / knowledge of NHS pensions would be beneficial.

As their Financial Advisor you will work closely with your clients to understand their current and future aspirations and build bespoke plans to meet their needs.

Alongside the client bank you will takeover, you should be proactive in generating additional business opportunities through referrals, new monies and building your network. From these activities you should aim to grow the client bank year on year.

You will receive full administrative and paraplanning support enabling you to focus on building strong relationships with your clients and provide excellent service to gain referrals.

Financial Advisor Requirements

• You should be a Financial Advisor with strong financial planning experience
• Preference towards individuals who hold Chartered status with CII or LIBF (Level 4 Diploma in Financial Planning as a minimum)
• You should have experience dealing with HNW and UHNW clients
• You should be confident at building rapport and gravitas with clients
• Individuals with experience of servicing medical professionals would be highly advantageous, but not essential

The Company

Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.

Financial Advisor Benefits

• Salary of £60,000 - £80,000 subject to experience and qualifications plus bonus
• Plus 4x DIS, long term sickness cover, 5% matched pension contribution and private healthcare.
• Remote based role with travel to meet the needs of your clients and business

Locations

Bristol

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