Average Financial Advisor salary in Cornwall

RoleDue to expansion demands we are looking for a qualified Financial Advisor to join to join and growing business is Plymouth. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.Responsibilities:Provide expert financial advice on pensions, investments, and wealth management.Build and nurture strong client relationships to help them achieve their financial goals.Conduct virtual consultations using the latest technology.Stay compliant with FCA regulations while delivering high-quality service.Proactively develop new business opportunities through enquiries, referrals, and lead generation.Meet client demands, keep them up to date with progress, and engendering trust and respect.Aligning all processes with client service agreements.Creating and maintaining compliant client files where all communication is documented correctly.Requirements:Successful candidates must have a full Diploma in Financial Planning Level 4.Must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service.Having your own client base is not essential but would be advantageous.Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages.You must be well presented and able to communicate effectively with clients. Networking will be necessary alongside attending company events when required.

A leading, award-winning national wealth management firm is seeking an experienced Financial Adviser to join its growing South West team based in Plymouth.This is an excellent opportunity to inherit a well-established portfolio of approximately 100 clients, consisting primarily of HNW and UHNW clients. The focus of the role is on delivering high-quality, holistic financial planning and maintaining long-term client relationships.The OpportunityYou will take responsibility for a substantial and high-value client bank, providing tailored advice across a full range of financial planning areas. Working closely with another senior Financial Planner in the office, you will also play a key role in supporting the continued growth and development of the regional business.With full paraplanning and administrative support provided both locally and via a centralised team, you will be able to focus your time on client interaction and delivering exceptional advice.Key ResponsibilitiesManage and develop an existing portfolio of c.100 HNW/UHNW clientsDeliver holistic financial planning and build long-term client relationshipsConduct regular client reviews and ensure ongoing suitability of adviceWork collaboratively with colleagues to enhance the regional offeringContribute to the growth and success of the South West operationAbout YouMinimum 3+ years’ experience as a Financial Adviser / Financial PlannerDiploma qualified (Level 4) as a minimumHolds a current Statement of Professional Standing (SPS)Strong relationship management skills with a client-first approachExperience working with HNW/UHNW clients is highly desirableComfortable using CRM systems and cashflow modelling toolsPassionate about delivering holistic, advice-led financial planningWhat’s on OfferBasic salary up to £70,000 (flexible depending on experience)Quarterly bonusesEstablished client portfolio from day oneFull paraplanning and administrative supportComprehensive benefits package including pension, private medical, life cover and income protectionStrong long-term career progression within a growing national businessLocation & Working PatternThe role is based in Plymouth, with clients located across the surrounding South West region. You will have the autonomy to manage your own diary, with the majority of your time spent meeting clients, alongside occasional office attendance for collaboration with the wider team.

This Financial Adviser job is ideal if you want to spend more time advising clients and less time worrying about where your next opportunity is coming from. You will join an established, expanding advice business that is actively investing in its Financial Adviser team, infrastructure and internal lead generation.As a Financial Adviser, you will provide holistic financial planning advice to both new and existing clients, supported by strong in house lead flow and administrative support. While some existing clients may be available, the majority of your activity will come from internally generated enquiries with consistently high conversion rates. Key highlights of the Financial Adviser role include:• A steady pipeline of internally generated leads• Flexibility to operate as an employed or self employed Financial Adviser• A professional office based environment designed to improve adviser productivity• The opportunity to build a long term client bank with clear progression potentialYou will be encouraged to work from the office when not meeting clients, while still benefiting from flexibility for up to two days per week working from home.Financial Adviser Requirements• Level 4 Diploma in Regulated Financial Planning• Proven experience working as a Financial Adviser within the UK market• Strong knowledge of holistic financial planning and advice process• Ability to manage and convert leads into long term client relationships• CF30 status or ability to obtainThe CompanyThe company is a well established financial planning and professional services firm with multiple regional offices. They have built a reputation for quality advice, strong compliance standards and a supportive, professional culture.Financial Adviser BenefitsEmployed Financial Adviser• Basic salary from £45,000 to £60,000 depending on experience• Salary validation at 2.5 times salary, then 10 percent bonus• Hybrid working with office and home based flexibilitySelf Employed Financial Adviser• 60 percent income retention on self generated business• 40 percent income retention on provided leads and clients• Ownership of all self generated clients• Income smoothing available for the first 12 months on a case by case basisLocationYou should be based within approximately 20 miles of Taunton, Barnstaple with flexibility to work across these offices as required.If you are a Financial Adviser looking for strong lead flow, flexibility and long term opportunity, apply now to find out more.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.