Financial Adviser Job in Bristol, City of Bristol

Financial Adviser Job in Bristol, City of Bristol. Apply for the latest Bristol, City of Bristol jobs in Accounting/Financial/Insurance.

Financial Adviser Job in Bristol, City of Bristol

Job Description
Are you a qualified Financial Adviser looking to join a well established and growing firm?

2plan wealth management is one of the UK’s leading firms of Financial Advisers – with a community of over 370 self-employed Advisers nationwide providing financial advice, we pride ourselves on the fact our Advisers can use “any product – any provider.”

Our head office administration, technology and regulatory teams provide exceptional support to all our Financial Advisers around the UK, enabling them to deliver the best possible service to clients. The client experience is paramount and all our Advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships.

What we are looking for:

* Qualified to a minimum of Level 4;

* Current statement of professional standing;

* Competent Adviser Status (CAS);

* Proven track record of income generation;

* Advisers who “act solely in the best interest of their clients;”

* Advisers who want to grow their businesses in safe and secure environment.

What you can expect:

• National firm and community of self-employed Financial Advisers;

• Uncapped earnings;

• Bespoke in-house technology:

1. Market leading and streamlined IT systems;

2. Paperless process;

3. Time efficient service proposition;

4. Client Access Portal;

5. Microsoft Teams;

6. Earnings paid daily.

• Central administration and paraplanning;

• Professional marketing support including:

1. Personalised consumer facing website;

2. Extensive range of brochure and marketing material;

3. Client newsletters;

4. Extensive document library;

• Nil PII excess scheme;

• 2retire: Succession planning in the 21st Century;

• Smooth client transition;

• Home-based flexibility;

• Everything you need, all in one place – allowing you to be the Adviser you want to be

Job Type: Permanent, Full Time
Location: Bristol, City of Bristol
Category: Accounting/Financial/Insurance
City: Bristol
County: Bristol (County)
Country: United Kingdom
Salary:
Benefits: