Vacancy Detail

Financial Advisor client bank of 300 clients available

Location: Bristol
Ref: 87 - IFA - MH
Job description
Great opportunity for someone who would like to develop their existing business further. A portfolio of Circa. 100 clients with regular annual reviews and a further 200 holding existing investments. If you’re currently a financial advisor who is building a business and will consider a change of employer, this presents a great opportunity.

If you’re currently working as a financial advisor in the confines of a bank or financial institution where you don’t own the clients but would like the opportunity to look after a client bank that will be yours as a consequence of the retiring advisor, this is a perfect opportunity to take that step.

The new financial advisor will be personally introduced to the clients by the retiring financial advisor, so you’ll be well received by the clients. This isn’t a filing cabinet of cold names and addresses!

The client bank is ‘active’ and therefore we can only accept interest from diploma qualified financial advisors who currently hold competent advisor status (CAS) or have done so within the past three months.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.