Financial Advisor

Corporate Financial Advisor

Bristol

Hybrid working

Up to £75k

The role is best suited to financial advisors with experience dealing with corporate clients and are experienced with winning new business. If this matches your experience and you're looking for a firm that will give you a competitive salary and the support to grow both your experience and earnings, then this could be for you. You will need experience in maintaining long-term relationships as well as winning new clients. Salary up to £75k.

The Business

The company are directly authorised, independent financial advisory firm who specialise in providing advice on pensions, investments and protection, as well as corporate services. They are an established chartered firm, running for over 30 years. They have a strong client bank of individual clients but are now looking to increase their base of corporate clients, focussing purely on group personal pensions, group income protection and group life.

The Role

Within the role you will take on a number of corporate clients to look after and service, but it will also be about growing their client base. This will require a good level of experience in going out and winning new business. You'll be supported by the firm to grow this base, with the firms experience, reputation and marketing team, you'll be well set up. As well as servicing and growing the book of corporate clients, you may also provide in house services to the current staff of the business.

The Benefits

• Salary Up to £75k - negotiable
• Bonus scheme
• 26 days holiday to 31 days after 5 years + bank holidays.
• Generous employer pension contribution.
• DIS Cover provided.
• Income Protection cover
• Private Medical Insurance and Health Cash plan
• Support with achieving professional qualifications

Apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.

Synonyms

Financial adviser, financial planner, IFA, Independent Financial Adviser, Corporate financial advisor.