Financial Advisor

Are you an experienced Financial Advisor in Somerset or Devon looking to join a well-established and reputable business with an excellent local presence?

Our client is an established Financial Services business with offices across Somerset and Devon. They are now looking to add another Financial Advisor to their team due to continued growth.

You will ideally have your own transferable clients to bring, you will also benefit from the business organic leads through local advertising and client referrals.

You will be joining a highly successful and supportive team and will benefit from full administration & Paraplanning support.

Financial Advisor Requirements

• You must have your level 4 Diploma
• You should have transferable clients
• You ideally will be confident in your ability to generate new clients
• You should have excellent customer service standards
• You should be passionate about helping clients

The Company

This company was first established over 30 years ago and are well respected in the local community. They are a value driven and client centric business. They are keen to continue growing organically.

Financial Advisor Benefits

• Self employed role with an OTE of c.£80,000+
• Opportunity to sell your client bank to the business and create a capital event
• Full Administration & Paraplanning support
• Happy to consider Hybrid working

Locations

Taunton

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