Chartered Financial Advisor – Remote, Profit Share, Growth

Financial Divisions; West of England; On-site; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Profit share up to 3x salary

Flexible and remote working

Pension

Death in service

Holiday

Job summary

Financial Divisions, a well-regarded national wealth management group, seeks an experienced financial adviser to join its Bristol office. The role offers strong day-one support, with a centralised marketing team and an established network of local introducers.

Paraplanning and admin support enable you to focus on clients. Chartered status attracts higher salary; non-chartered candidates with strong experience are considered.

Qualifications

• Qualified financial adviser with status or progression toward Chartered Financial Planner.
• Experience in wealth management and client onboarding.
• Strong relationship-building and advisory skills.

Responsibilities

• Provide financial planning and advisory services to clients.
• Develop and grow an assigned client base.
• Collaborate with marketing and paraplanning teams to serve clients.

Skills

Financial advice

Client management

Sales skills

Education

Chartered Financial Planner

Job description

Financial Divisions, a well-regarded national wealth management group, seeks an experienced financial adviser to join its Bristol office. The role offers strong day-one support, with a centralised marketing team and an established network of local introducers.

Paraplanning and admin support enable you to focus on clients. Chartered status attracts higher salary; non-chartered candidates with strong experience are considered.