Financial Adviser to take over Existing Client Bank, Bath, £60,000 to £70,000

Private Wealth Management

Package: £60,000 to £70,000 plus very competitive bonus and benefits

After working directly with this organisation for almost 8 years, we have watched them develop year after year into a well-known wealth management company that offers their clients comprehensive financial advice free of jargon. They are currently seeking a seasoned financial adviser to take over an existing client bank as a result of this expansion. This would be a great choice if you enjoy the consulting side of financial planning but dislike the sales side. Client recommendations and referrals account for a sizable amount of the firm's new business, and they have an outstanding retention rate. The financial adviser's primary responsibility will be to establish truly meaningful connections with the people they serve.

Building truly significant relationships with the customers you are assigned and learning about their individual goals and aspirations will be the main focus of the financial adviser's job. Technical know-how will be divided among investments, protection, and pensions, with some intergenerational advice when necessary. My client is seeking a financial advisor with around three years of experience offering helpful counsel and advice, as well as someone seeking a long-term career change. You will receive complete on-the-job training and support, as well as study assistance if you want to become chartered. A professional and team-oriented work atmosphere is offered to all advisers, along with complete financial administration and paraplanning support. This position also has the benefit of of hybrid working and an excellent benefits package and highly achievable bonus.

To find out more about this exciting Financial Advisor position, please email Samantha at Financial Divisions.