Financial Advisor

Are you an experienced Financial Advisor in Somerset or Devon looking to join a well-established and reputable business with an excellent local presence? Our client is an established Financial Services business with offices across Somerset and Devon. They are now looking to add another Financial Advisor to their team due to continued growth. You will ideally have your own transferable clients to bring, you will also benefit from the business organic leads through local advertising and client referrals. You will be joining a highly successful and supportive team and will benefit from full administration & Paraplanning support. Financial Advisor Requirements You must have your level 4 Diploma You should have transferable clients You ideally will be confident in your ability to generate new clients You should have excellent customer service standards You should be passionate about helping clients The Company This company was first established over 30 years ago and are well respected in the local community. They are a value driven and client centric business. They are keen to continue growing organically. Financial Advisor Benefits Self employed role with an OTE of c.£80,000 Opportunity to sell your client bank to the business and create a capital event Full Administration & Paraplanning support Happy to consider Hybrid working Locations Taunton Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. ADZN1_UKTJ

Location: Sherford, GB

Posted Date: 5/20/2025