Chartered Financial Advisor — Flexible, Remote, Growth Path

Financial Divisions

Bath

On-site

GBP 70,000 - 80,000

Full time

11 days ago
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Benefits offered by this job

Profit sharing
Holiday
Flexible and remote working
Pension
Death in service
Additional perks

Job summary

Financial Divisions, a respected national wealth management group, is seeking an experienced financial adviser to join its Bristol office.

You will benefit from a centralised national marketing team, a network of professional introducers, and a platform designed to build a substantial long-term income, including a profit-sharing scheme and flexible remote working. Chartered status commands a higher salary, with non-chartered candidates also considered if they have strong advisory experience.

Qualifications

  • Chartered status preferred, strong candidates considered without Charter if experience is solid.
  • Experience as a financial adviser in wealth management.
  • Proven ability to grow a client bank and generate referrals.

Responsibilities

  • Provide holistic financial planning and investment advice.
  • Develop and nurture client relationships and referrals.
  • Coordinate with paraplanning and administration to serve clients.

Skills

Client advisory
Relationship management
Financial planning

Education

Chartered Financial Planner

Job description

Financial Divisions, a respected national wealth management group, is seeking an experienced financial adviser to join its Bristol office.

You will benefit from a centralised national marketing team, a network of professional introducers, and a platform designed to build a substantial long-term income, including a profit-sharing scheme and flexible remote working. Chartered status commands a higher salary, with non-chartered candidates also considered if they have strong advisory experience.

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