Financial Adviser – Client Book Provided
mbf City Of Bristol, England, United Kingdom This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. The Role: This is a unique opportunity to receive an extensive and well-established client bank, provided as part of a seamless transition from a retiring Financial Adviser. You will work closely with the retiring Adviser during the handover period to ensure client satisfaction, retention, and continuity of service. Key Responsibilities: Build and nurture relationships with a high-value, loyal client base. Deliver expert financial planning advice, tailored to individual needs. Collaborate with a dedicated Paraplanning, Administration, and Compliance team to focus on providing a top-tier client experience. Attend the Bristol office once a week for team meetings and Paraplanning collaboration. Travel across the South West to meet clients as required. What’s On Offer: Salary: Basic up to £75,000 with additional bonuses. Benefits: Generous holiday allowance, Private Medical Insurance, Death in Service, Income Protection, and more. Support: Full Paraplanning, Administration, and Compliance support to ensure your time is spent on what matters most – your clients. What We’re Looking For: A proven track record as a Financial Adviser, with experience managing client relationships. Diploma qualified (Level 4) with strong technical knowledge of financial planning products and services. Excellent communication skills and a client-first mindset. Ability and willingness to travel within the South West region. This role offers a rare chance to step into a ready-made book of business, supported by a leading firm with a sterling reputation in the financial services sector. Seniority Level:
Mid-Senior level Employment Type:
Full-time Job Function:
Finance and Sales
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mbf City Of Bristol, England, United Kingdom This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. The Role: This is a unique opportunity to receive an extensive and well-established client bank, provided as part of a seamless transition from a retiring Financial Adviser. You will work closely with the retiring Adviser during the handover period to ensure client satisfaction, retention, and continuity of service. Key Responsibilities: Build and nurture relationships with a high-value, loyal client base. Deliver expert financial planning advice, tailored to individual needs. Collaborate with a dedicated Paraplanning, Administration, and Compliance team to focus on providing a top-tier client experience. Attend the Bristol office once a week for team meetings and Paraplanning collaboration. Travel across the South West to meet clients as required. What’s On Offer: Salary: Basic up to £75,000 with additional bonuses. Benefits: Generous holiday allowance, Private Medical Insurance, Death in Service, Income Protection, and more. Support: Full Paraplanning, Administration, and Compliance support to ensure your time is spent on what matters most – your clients. What We’re Looking For: A proven track record as a Financial Adviser, with experience managing client relationships. Diploma qualified (Level 4) with strong technical knowledge of financial planning products and services. Excellent communication skills and a client-first mindset. Ability and willingness to travel within the South West region. This role offers a rare chance to step into a ready-made book of business, supported by a leading firm with a sterling reputation in the financial services sector. Seniority Level:
Mid-Senior level Employment Type:
Full-time Job Function:
Finance and Sales
#J-18808-Ljbffr
