Chartered Financial Adviser

Chartered APFS or FPFS Only: Demonstrable expertise and accreditation in financial planning are essential.

Business Driven with Genuine Enthusiasm: Must exhibit a strong passion for financial planning and/or family office planning.

Proven Track Record: Ability to showcase a successful track record in the field.

Self-Motivated Team Player: Capable of working independently while seamlessly integrating into both the London and wider Bristol teams.

Client Following (Preferred): While not mandatory, a pre-existing client book is advantageous.

Network and Connections: Valuable assets that contribute to success in the role.

Responsibilities:

• Client Acquisition: A "hunter" mentality to develop and maintain strong client relationships while expanding the client base.

• Client Delivery: Provide exceptional service and tailored financial solutions to clients.

• Collaboration: Work closely with discretionary investment managers and other team members to ensure optimal client outcomes.

• Specialisation: Ability to promote personal specialisation while also being a well-rounded financial adviser.

Preferred Specialisations: Estate planning, multi-generational solutions, or expertise in specific client demographics (e.g., IT professionals, medical professionals, business owners).

Package:

• Competitive Salary Range: £75k to £120k basic, with an OTE between £80k to £150k.

• Additional Benefits:

  • Performance-based Bonus
  • Pension Plan
  • Group Life Insurance
  • Group Income Protection
  • Medical Insurance and Cash Plan
  • Generous Holiday Allowance
  • Charity Day

Our Client values integrity, professionalism, and dedication. If you are a motivated and experienced IFA looking to excel in a collaborative and supportive environment, we invite you to apply.

Note: Golden hellos may be offered for exceptional candidates with a strong following