Financial Advisor
6 days ago
Bath
Financial Advisor Exciting Opportunity with a Fast-Growing Wealth Management FirmAre you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join their collaborative team. With offices across the UK, they are continuing to expand and bolster their footprint, with current focus on recruiting in Manchester, Birmingham, Bristol / Bath and the surrounding regions.What makes this Financial Advisor role different?You won't be spending your time cold-calling or chasing leads. Instead, you'll benefit from a dedicated lead generation team who qualify prospects before they reach your diary. Recent advisors in their team have hit their annual targets within months due to the volume and quality of opportunities available.You'll work within a truly collaborative environment where senior practitioners share knowledge freely, and support teams (including Paraplanners and Client Relationship Managers) handle the administrative burden, allowing you to focus on what you do best building relationships and delivering exceptional advice.Key responsibilities include:Managing your own client relationships and delivering holistic, compliant financial adviceConducting comprehensive reviews and creating tailored strategies across pensions, investments, and protectionConverting warm leads into long-term client relationshipsWorking towards agreed performance targets with full supportFinancial Advisor RequirementsEssential: Level 4 Diploma in Regulated Financial Planning ( Chartered status or working towards Chartered is desirable)Essential: Experience delivering holistic financial advice in a planning-led environmentEssential: Strong understanding of FCA regulatory requirementsDesirable: Track record of building and maintaining client relationshipsThe CompanyOur client is an award-winning financial planning firm with a reputation for putting clients first and investing heavily in their people. Following recent investment, they're executing an ambitious growth strategy whilst maintaining their collaborative, supportive culture. They operate a salaried model with performance bonuses, and all advisors have the opportunity to participate in equity ownership.Financial Advisor BenefitsCompetitive salary based on experienceDiscretionary performance bonus schemePrivate healthcare (after qualifying period)Group income protection and life assurance24 days holiday rising to 26, plus 2 additional days at ChristmasSupport with professional qualifications including Chartered statusWellbeing programme, eye care scheme, and cycle to work schemeLocationThis Financial Advisor opportunity is open to candidates based in or around Manchester, Birmingham or Bristol / Bath. Flexible working arrangements are available, though regular client meetings and team collaboration are part of the role.Ready to take the next step in your career? Apply now to find out more about this exceptional Financial Advisor position.Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ