Financial Advisor

MCS Group; West of England; On-site; GBP 60,000 - 65,000; Full time

Benefits offered by this job

Commission package

Benefits package

Job summary

MCS Group in Bath are partnering with a nationwide wealth organisation to recruit a Financial Advisor to join their expanding team. This role focuses on delivering tailored financial advice, building lasting client relationships, and conducting regular reviews to meet regulatory standards.

The role offers a base salary of £60,000 - £65,000 with a commission package and extensive benefits, within a growing wealth management environment across the UK.

Qualifications

• Diploma in regulated financial planning is required.
• Experience within a wealth management environment.
• Ability to work collaboratively with key stakeholders.
• Ability to adapt quickly to changing factors.

Responsibilities

• Provide tailored financial advice to help clients achieve their long-term goals.
• Build and maintain strong relationships with new and existing clients.
• Conduct regular financial reviews and recommend suitable solutions.
• Ensure all advice and documentation meet regulatory and compliance standards.
• Work closely with support teams to deliver an exceptional client experience.

Education

Diploma in regulated financial planning

Job description

MCS Group are delighted to be partnering with a nationwide wealth organisation as they look to appoint a Financial Advisor to join their expanding team in Bath.

The Company:

Our client are a rapidly growing, UK wide wealth management firm, that provide holistic financial advice to both individuals and businesses.

The firm operates as a nationwide network of financial advice practices, combining experienced financial advisers with regulatory support to deliver tailored solutions that help clients achieve their long-term financial goals.

The Rewards:

As the successful Financial Advisor you will receive:

• A base salary of £60,000 - £65,000
• Commission package
• Other extensive benefits

The Role:

The successful Financial Advisor will be responsible for:

• Provide tailored financial advice to help clients achieve their long-term goals.
• Build and maintain strong relationships with new and existing clients.
• Conduct regular financial reviews and recommend suitable solutions.
• Ensure all advice and documentation meet regulatory and compliance standards.
• Work closely with support teams to deliver an exceptional client experience.

The Person:

The successful Financial Advisor will meet the following criteria:

• Have a Diploma in regulated financial planning
• Experience within a wealth management environment
• Ability to work collaboratively with key stakeholders
• Ability to adapt quickly to changing factors