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Permanent

Financial Advisor

Devizes
money-bag 40000.00-40000.00 Annual
3088854407
Posted 6 days ago

Financial Planner (Employed)Location: Devizes (with flexibility to also work from Bristol)Salary:£45,000Bonus: Baseline value £25,000, plus 10% on any initial business and 5% on ongoing achieved beyond that thresholdA Unique OpportunityThis is a rare opening for an ambitious and client-centric Financial Planner to join a growing, forward-thinking financial services firm. You will benefit from warm inbound leads generated through the website and inherit an existing client bank, providing a strong foundation for long-term success and business growth.This role offers a superb blend of autonomy, structure, and progression-ideal for someone motivated by delivering exceptional client outcomes while operating within a supportive, compliance-driven environment.Role PurposeAs an employed Financial Planner, you will provide regulated financial planning services to both prospective and existing clients, working closely with internal operations, investment teams, advisers, and compliance. Your work will ensure all recommendations meet FCA standards and internal policies.This role suits someone who is:Self-motivated and proactiveConfident working independentlyFully committed to high-quality service and regulatory excellenceComfortable operating within defined processes and frameworksDriven to grow a thriving client portfolioKey ResponsibilitiesClient Advice and Relationship ManagementEngage and service existing clients, prospective clients, and introducersPrepare compliant financial advic

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