Job Description

If you are a Financial Adviser looking for a job that offers high quality leads, genuine flexibility and the support of an established office based environment, this opportunity will be of strong interest. This is a Financial Adviser job designed for ambitious advisers who want consistency of work, strong earnings potential and long term career security.

As a Financial Adviser, you will provide regulated advice across a broad client base, supported by in house lead generation and professional administration. This Financial Adviser role suits individuals who value being part of an office based advisory culture while retaining flexibility for client meetings and limited home working.

Key highlights of the Financial Adviser role include

• A steady flow of internally generated leads with strong conversion
• The option to operate as an employed or self employed Financial Adviser
• A collaborative office environment that supports adviser productivity
• Clear long term opportunities to grow income and client bank

This Financial Adviser position is suitable for advisers who enjoy face to face client engagement, want consistent opportunities to write business, and prefer structure without excessive micromanagement.

Financial Adviser Requirements

• Level 4 Diploma in Regulated Financial Planning or equivalent essential
• Experience working as a Financial Adviser within a UK regulated environment essential
• Proven ability to advise across core personal financial planning areas
• Experience managing client relationships end to end
• Office based advisory experience desirable

The Company

The business is a well established professional services firm with multiple regional offices. They have invested heavily in internal lead generation and infrastructure, enabling Financial Advisers to focus on advising rather than self sourcing.

Financial Adviser Benefits

• Employed option with basic salary from £45,000 to £60,000 depending on experience
• Salary validation at 2.5 times with bonus thereafter
• Self employed option with 60 percent income retention on self generated business
• 40 percent income retention on provided leads and clients
• Income smoothing available for self employed advisers
• Hybrid working with expectation of office presence when not seeing clients

Location

You should be based within a reasonable commuting distance of offices in Taunton, Barnstaple ideally within 20 miles.

If you are a Financial Adviser seeking a role with strong lead flow and long term stability, apply now to learn more in confidence.

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