Average Adviser salary in Bristol

As a Financial Adviser do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you! Our client is looking to engage with Financial Advisers who have developed lasting relationships with their clients and want to provide true holistic whole of market Advice. Typically, my client has taken on Financial Advisers who have one of the following problems: You don’t feel valued for the level of work they do for their customers. You feel like your firm is forcing them to push products rather than providing a true client centric offering (driven by profit rather than customer needs). Your customers are being pushed on to a restricted offering. You have no say over career direction or long-term involvement in the development of the firm. You no retirement plan or equity options in the firm. My client’s solution is unique to the market, and they are offering: A long-term home for Financial Advisers with HNW and UHNW clients employed salaries between £100,000 - £200,000 and Equity in the firm. A whole of market holistic solution for clients, all in charge rate 1.1 points Fully digital offering so all processes are refined, and clients can access all their documents in one place via their app. Full Paraplanning and Administration support Investment in Marketing The Existing Advisers have an average AUM per client of £1.3Million  Here's what awaits you as an Employed Adviser   Flexibility and Freedom. Unparalleled Support. Cutting-Edge Technology. Unlimited Earning Potential. If you are a Financial Adviser who is frustrated with their current offering reach out to us today to learn more about this unique offering.

Financial Adviser Excellent basic salary, a wide array of benefits with high OTE Remote working This remote Financial Adviser role provides an opportunity to be a part of a wealth management organisation offering wealth management to high-net-worth individuals. You will meet with prospective clients with the goal of gathering new clients and assets, all clients are provided. You will be supported by dedicated team of the technical research, paraplanners and client service groups who manage the transition and retention of client relationships, allowing you to focus on new business. Meetings are a mixture of zoom, teams and in-person. Requirements: RDR level 4 qualificationExperience dealing with high-net-worth individualTrack record in writing new investor businessMotivated mindset to set and reach to goals set.Strong presentation skillsAbility to connect with a wide array of audiences through dynamic interpersonal skillsHighly ethical and professional If this opportunity is of interest, then get in touch to find out more.

This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all. They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors. As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc. You own any clients you self-generate. On self-generated business, you receive 80%, with no fees and no network deductions (due to being a DA firm). Alongside self-generated business, you will have the option to opt into receiving leads generated by the company. Their leads are pre-qualified with the client booking a time convenient for them and them already completing a fact-find. This successful setup enables them to have a 40% - 55% conversion rate from first appointment to written business. Naturally, the firm are advocates of technology, enabling greater efficiency within the business. You will benefit from their systems which pre-populate forms, reviews, integrate directly to Zoom and automatically chase outstanding LOAs. However, you will also have support from their Administrators and Paraplanners where a personal touch is needed. Their current Financial Advisers are seeing significant reductions in time spent on administrative tasks, freeing them up to write plentiful new business. Alongside the traditional financial advice, the business also has 2 excellent tools for you to use. Firstly, they have a free, no obligation financial health check, that is an excellent tool for you to use when approaching corporate companies and accountants, to enable individuals to check their own financial situation. Approximately, 45% of their health check users book a client meeting, making it a fantastic lead generation tool for you! In addition, they have a virtual advice tool, ideal for clients looking to invest circa less than £50k or make less than £500pm contributions, which normally get overlooked! With the virtual advice tool, clients benefit from financial advice (not robo), with low input required from you. Financial Adviser Requirements You must be a current Financial Adviser with full Level 4 Diploma in financial planningYou should have your own clients or methods to generate new businessYou must be an advocate of technology and happy to lean into the benefits offered The Company This leading, fintech firm is rapidly growing and becoming a recognised name providing financial advice to call. The business provides advice on pensions, protection, investment and mortgage advice, alongside their digital service aimed at helping clients who are often overlooked. Financial Adviser Benefits Self-employed role with uncapped OTE (circa £60,000 - £100,000)80% on self-generation and 50% on company leadsNo fees (PI, FCA, FSCS all included!) and no network deductionsRemote based roleAR option available for individuals looking to build their own brand Location Nationwide Liability and Disclaimer Whilst 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.