Wealth Advisor – Remote & Flexible with Profit Sharing

Financial Divisions; Bradley Stoke; On-site; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Holiday entitlement

Flexible working

Remote working

Pension

Death in service

Additional perks

Job summary

Financial Divisions in Bristol is seeking an experienced financial adviser to join its established team. The role offers Chartered status support, extensive paraplanning and administration backing, and access to whole-of-market products.

You will benefit from a national marketing engine providing leads, an opportunity to inherit a retiring adviser’s client bank, and a profit-share scheme with potential to earn up to three times your salary.

Qualifications

• Full paraplanning and financial planning administration support means your time is spent where it should be — with clients.
• Chartered status, five-star Defaqto rating on core portfolios and access to whole of market products.
• Structured training and career development programmes are in place for those who want to grow within the group.
• The validation structure has been designed to give new advisers a genuinely accessible runway, with a phased approach that reflects the realities of building a quality client base.
• Profit share scheme operating on a five-year revolving cycle, with the potential to earn up to three times annual salary at the upper boundary.
• Holiday, flexible and remote working, pension, death in service and a range of additional perks.
• Chartered Financial Planner status will attract a higher salary of up to £80,000. Non-chartered candidates with strong experience will be considered to £70,000.

Responsibilities

• Develop and manage a substantial client base with strong backing from the firm.
• Leverage centralised national marketing leads and a network of local introducers.
• Potential to inherit a retiring adviser’s client book in due course.
• Work with paraplanning support to deliver comprehensive financial planning.

Job description

Financial Divisions in Bristol is seeking an experienced financial adviser to join its established team. The role offers Chartered status support, extensive paraplanning and administration backing, and access to whole-of-market products.

You will benefit from a national marketing engine providing leads, an opportunity to inherit a retiring adviser’s client bank, and a profit-share scheme with potential to earn up to three times your salary.