Wealth Advisor | Commission + Benefits

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 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.