Are you a driven, confident, proactive and experienced Level 4 qualified Financial Adviser, looking to further progress your career working for a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The firm is growing rapidly and offers a dynamic fast paced environment to work in. Supporting and working with existing clients, majority between Taunton & Bristol
What’s on offer
As an experienced Financial Adviser you will receive:
*Starting salary of up to - £65,000 with generous bonus scheme
*Generous contributory Pension
*Competitive holiday allowance
*4x salary Life assurance
*Flexible benefits package
*Employee Assistance Programme.
*Ongoing training, support and development.
The Role Responsibilities :
Key responsibilities for a Financial Adviser will include:
· Providing clients with holistic financial advice.
· Design bespoke financial plans for each client.
· Understanding the clients goals and aspirations.
· Gaining referral business from existing clients.
· Identifying and closing new business.
· Keep accurate client records.
· Review all clients in line with company policy and the consumer duty directive.
Who are we looking for?
*Experienced Financial Adviser (min QCF Level 4 or equivalent)
*Confident, driven, proactive adviser
*Strong communicator and able to build excellent long term client relationships
*Strong commercial focus
Why should you apply?
This is an exciting opportunity to work for a fast growing, dynamic firm, fully supported by a dedicated team, providing an excellent package, giving you the opportunity to build long term client relationships.