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Independent Financial Adviser - Clients Provided

Independent Financial Adviser - Clients Provided

mbfTiverton, England, United Kingdom
30+ days ago
Job type
  • Full-time
Job description

Independent Financial Adviser - Clients Provided

This role offers a substantial client book, with an existing portfolio managed by the Managing Director, in the Devon & Somerset regions. You will inherit approximately £30M AUM, focusing on delivering high-quality, holistic financial advice to retain and organically grow the client base.

Key Responsibilities

  • Provide tailored financial advice to meet clients' individual needs and goals.
  • Build strong, trusting relationships with clients.
  • Collaborate with in-house accountants for integrated financial solutions.
  • Stay informed on industry trends, regulations, and best practices to ensure compliance and service excellence.

Requirements

  • At least 2 years' experience as a financial adviser, ideally independently.
  • Proven success in managing and developing client relationships.
  • Solid knowledge of financial products, investments, and retirement planning.
  • Excellent communication, interpersonal, and problem-solving skills.

    • What’s on Offer

  • A supportive environment with opportunities for growth and development.
  • Basic salary circa £65,000, flexible for the right candidate, plus performance bonuses.
  • Access to a large client book and leads for business development.

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    Financial Adviser • Tiverton, England, United Kingdom