Hybrid Part-Time Financial Adviser – Growth & Impact

Ascot Lloyd Group; Bristol; Hybrid; GBP 40,000 - 60,000; Part time

Job summary

A leading independent wealth management firm in the UK is seeking a qualified adviser to deliver exceptional financial advice and promote their services. The candidate will work in a hybrid capacity, achieving revenue targets while supporting the firm's growth. Exceptional interpersonal skills and a commitment to ongoing development are essential. Benefits include a generous pension, private medical, and performance bonuses, making it a great opportunity for career advancement in a supportive environment.

Benefits

Generous pension

Private medical

Life assurance

Critical illness cover

Paid time off for celebrations

Qualifications

• Diploma qualified in financial planning, ideally chartered.
• Proven experience in delivering financial advice.
• Track record of achieving client development goals.

Responsibilities

• Promote AL services and products, living company values.
• Achieve revenue targets for business growth.
• Deliver holistic financial advice to clients.

Skills

Diploma in financial planning

Experience in financial planning

Interpersonal communication skills

Client development

Attention to detail

Education

Chartered status or working towards it

Job description

A leading independent wealth management firm in the UK is seeking a qualified adviser to deliver exceptional financial advice and promote their services. The candidate will work in a hybrid capacity, achieving revenue targets while supporting the firm's growth. Exceptional interpersonal skills and a commitment to ongoing development are essential. Benefits include a generous pension, private medical, and performance bonuses, making it a great opportunity for career advancement in a supportive environment.