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Job Description & How to Apply Below
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.
- 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.
- 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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