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Financial Adviser

Job Specification

Financial Services
South West England


Financial Adviser Wiltshire


Job profile

Putting the client first has been in their DNA for over 25 years. Their tagline; Helping you get more life out of life, came from our existing clients’ descriptive of what we do. They attract clients who view money as not just to help themselves, but to help their family and the greater good. They are a fast moving, expanding practice typically growing our revenue by 25% a year and is proud to be a company who industry colleagues aspire to join. Working with a carefully chosen 250 families they aspire to build to 1000 client families over the next 10 years.

About the firm

  • The most powerful support team in the UK (in our CEO’s opinion); 17 highly qualified Paraplanners, Service Team and Operations supporting 4 Advisers
  • The leading IFA in the UK working with Principal Dentists, Business Owners and Private Clients
  • An average portfolio size of £850k per client unit
  • Adviser long term target expectation: £100m under management per adviser
  • Successful risk adjusted client portfolio performance helping you to win more clients.
  • Market leading standard and ethical portfolio offerings
  • Powerful marketing strategy to generate the perfect client referral and leads
  • 70% of our new business comes from existing client referrals
  • Business turnover has grown by 33% this year alone
  • We wont compromise on new clients. Our criteria; £400k+ or household income of £150k or either being achieved in the next 2 years
  • Works with HNW clients

About you

  • Be earnest and driven
  • Be curious and personable
  • Have a genuine care for their clients and their work colleagues
  • Have a team spirit that has no glass ceiling
  • Engaging and energetic
  • Full driving license and happy to travel throughout the UK
  • Have an inbuilt moral compass that matches the firm
  • Looking to get more life out of life

What to expect

  • A marketing strategy that will help generate your future client leads
  • Training input from your adviser colleagues (some already exceeding £1.2m revenue)
  • Diary management and prospect organisation
  • Certified and chartered financial planning reports of the highest level created by the team
  • An outstanding client annual financial review process
  • Training on the NHS pension
  • Coaching and mentoring on both skill and processes
  • Run seminars, webinars, attend partner company events with opportunities to present
  • A leading package where you are supported long term to reach the top 1% of successful advisers in the UK

Company benefits

  • Bonus Structure Long-term – Ranges from £10k-£75k above salary (discretionary)
  • Company car allowance – after probation period
  • Company Pension – 5% employer 5% employee. Salary sacrifice offered.
  • Group income protection
  • Group life cover – 4 x death in service
  • Wellness Programme
    -Unlimited access to a 24/7 online GP available to insured employees, their partners and children up to age 21
    -Mental health support & consultations
    -Second medical opinion
    -Physiotherapy sessions
    -Access to fitness plans and nutrition consultations
    -Bereavement support & probate help
Salary £50,000 - £100,000

Speak to one of our consultants 0203 764 2350

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