Financial Adviser

Financial Planner - Bristol, South West England

Ref: 1402Wednesday 17 January 2024

£33,000 - £37,000 + Bonus

Are you a Financial Adviser who feels like they are not getting the opportunity to build out your client bank as you don't have the support?

If you're a driven and ambitious Financial Adviser looking for an exciting opportunity to expand your client base with the backing of a proven lead generation model, we have just the position for you!

A leading National Independent Financial Adviser (IFA) firm committed to empowering its advisers with the tools and resources they need to succeed. With a strong track record in lead generation,  are now seeking a Financial Adviser to join their dynamic team and help build a book of business.

This role is home based, fully remote. 

What We Offer:

  • Pre-Qualified Leads: You will receive 8-10 pre-qualified leads every month, giving you a steady stream of potential clients.

  • Client Focus: Your role will primarily involve providing expert advice on Pensions and Investments to clients with assets under management (AUM) ranging from £100,000 to £200,000.

  • Full Support: We understand the importance of focusing on client relationships. That's why you will receive comprehensive back-office support from the compliance, Paraplanning, and Admin team, allowing you to concentrate on nurturing and growing your client base.

  • Client Demographics: The leads you'll be working with are predominantly individuals approaching retirement who require guidance on Pension, Investment, Trust, and Inheritance matters.

Compensation and Benefits:

  • Employment Opportunity: This is a salaried position with earnings and bonuses based on trail and new business generated.

  • Earning Potential: On average, Advisers are closing between £12,000 and £15,000 per month in new business.

  • Yearly Growth: Your expected earnings will increase year on year as your trail is included in your multiples for bonus calculations.

  • Bonus Structure: Bonus is set at 30% on anything provided by the business and 35% if you source the business yourself.

  • Yearly Income Projection:

    • Year 2: £45,000 to £50,000
    • Year 3: £60,000
    • Year 4: £80,000+
  • Monthly Bonus: Bonuses are earned after reaching 3 times your monthly salary and are paid monthly.

Qualifications:

To be considered for this role, you must:

  • Be Diploma Qualified
  • Have experience in meeting and consulting with clients, either directly or under supervision

If you're ready to take your career to the next level, work with pre-qualified leads, and enjoy the support of a dedicated team, we want to hear from you!

Don't miss out on this fantastic opportunity to thrive in a supportive and lucrative environment. Apply today to join our team of successful Financial Advisers.

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