Financial Adviser - Bristol, United Kingdom - Truestar Talent Ltd

Truestar Talent Ltd

Verified Company

Bristol, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client has become a driving force within the independent financial advisory and employee benefits sector.

Due to increasing business levels my client is looking for a remote financial advisers based in their Bristol office.

The successful applicant for the Financial Adviser role will enjoy a great package with the

following benefits:

Basic Salary £37,000 £45,000 basic
Quarterly Performance bonus
Company Pension
This role is homebased: (On average you will do 23 meetings per week, plus prospecting and good file notes)
Established client bank.

With Financial Planners and Corporate Consultants spanning the UK, they give their clients the power to take control of their financial future by delivering specialist advice on a local level, with the reassurance and support of a national operation.

The main responsibilities of the Financial Adviser include: Providing a first-class advice to private client with assets in excess of £160k, on wealth management covering pensions, investments, tax planning, savings and protection products

Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible
Ability to learn and develop with the business as it grows
Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service.
Currently holds Competent Adviser Status (CAS), or has recently held
Statement of Professional Standing (SPS)
Experience as a Financial Planner dealing with High-NetWorth Clients
Experience using Microsoft Word and Excel and Databases.
Cash Flow Modelling (preferable but not essential).

If you would like to find out more about this exciting opportunity. Please forward an up-to-date copy of your CV.

I will follow this up with a conversation to find out about you in-depth to ensure we match you to the right opportunity.