Financial Adviser
Location: Remote with client visits Ideally based in Cheltenham, GloucestershireSalary: £50,000 basic + up to 25% bonus on IAFBenefits£50,000 basic salaryUp to 25% bonus on IAF Existing client bank providedRemote and flexible workingFull support towards Chartered Financial Planner statusPrivate Medical Insurance (PMI)Death in Service coverEMI Share Option Scheme26 days annual leave plus bank holidaysAdditional day off for your birthdayFull paraplanning and administrative supportOngoing professional development and career progression opportunitiesThe opportunityWe are seeking an experienced Financial Adviser to join our growing wealth management business and take responsibility for an established and mature client bank.This is an excellent opportunity for a qualified adviser who enjoys building long-term client relationships and delivering high-quality financial planning advice. You will inherit an existing portfolio of clients while also having the drive and ambition to develop the client bank, identify new opportunities and help grow assets under management.The role is primarily home-based, with regular client meetings conducted remotely and face-to-face across the region as required.Key responsibilitiesProvide holistic financial planning advice to an existing portfolio of clients.Conduct regular client reviews and maintain long-term relationships.Identify opportunities to grow and develop the existing client bank.Deliver advice across pensions, investments, retirement ..... full job details .....
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