Independent Financial Advisor - Bath / Hybrid - £65K + Bonus (OTE £90k+ in Year 2) + Full Benefits - Financial Divisions : Job Details

Independent Financial Advisor - Bath / Hybrid - £65K + Bonus (OTE £90k+ in Year 2) + Full Benefits

Financial Divisions

Job Location : Bath, UK

Posted on : 17/03/2025 - Valid Till : 28/04/2025

Job Description :

??Independent Financial Advisor / Financial Servicing Adviser - High-Quality Clients, No Client Hunting Required! ??

?? Location: Bath (Hybrid - 3 Days in Office, 2 from Home)?? Salary: £65,000 + Bonus (OTE £90k+ in Year 2) + Full Benefits

Are you a Level 4 Qualified Financial Adviser with CAS status and at least 3 years of advisory experience? Looking for a role where you can focus on client service rather than hunting for new business? This brand-new Servicing Adviser role is perfect for you!

?? Why This Role?

? Step into a Warm Client Bank - You’ll inherit 200-250 clients in Year 1, managing between £25M-£30M AUM from advisers with overflowing client banks.? No Cold Prospecting - This is a pure servicing role, so no need to hunt for new clients.? Diverse Portfolio - Work across investments, pensions, and protection (minimal cashflow modelling required).? Hybrid Working - 3 days in the office, 2 days from home.? Full Support - Benefit from dedicated paraplanning and admin teams so you can focus on client relationships.? Exceptional Earnings Potential - Base salary of £65k, with a clear bonus structure aiming for £90k+ OTE in Year 2.

?? What We’re Looking For:

?? Level 4 Qualified (Diploma in Financial Planning)?? Competent Adviser Status (CAS)?? 3+ Years of Experience providing financial advice?? Client-Centric & Professional - Backgrounds from SJP, bancassurance, or similar are welcome!

?? Ready to Hit the Ground Running? We Need You NOW!

If you're ready to step into a high-quality, well-supported advisory role with a clear path for growth, we want to hear from you.

?? How to Apply: Send your CV and availability for a confidential chat to Ryan at Financial Divisions

Salary : 65000 - 90000

Apply Now!

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