Financial Adviser at Lester Brunt Wealth Management

St. James's Place Managing Partner Practice
- Lester Brunt Wealth Management

Location:

South West / South East
- Office is located in Wimborne Minster, Dorset but flexible on location.

Minimum Requirements:

Level 4 Advice qualification and minimum of 1 year in a regulated financial adviser role / equivalent. Earnings :
Self-employed with guaranteed minimum earnings of £36,000 per annum OR employed salary ranging between £50,000 - £70,000. The opportunity to build real business value within a leading financial advice business managing £950m for clients across the south. Potential for earning £100k within 2 years, with the opportunity for further financial progression. Bank of circa 100 clients and prospects provided, as well as full administrative support.

Follow in the footsteps of peers who have been on the same journey and have been there, seen it and done it. Are you:
Someone who is ready to take the next step in their career and can demonstrate that they are proactive, energetic, and ambitious Someone who has a client-centric approach and mindset Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential Someone who cares deeply about best practice, strong team spirit and positive client outcomes How will SJP support you:
We will provide tailored support to smooth your transition into our business:
Existing client servicing opportunities with both private and corporate clients - including pre-arranged webinars and events with prospective clients Specialist advice and technical support from experienced advisers and technical teams Tailored marketing support alongside lead generation Full administration allowing more face-to-face time with clients, including a full back-office team and AI meeting support You will receive all the training required to build a successful career in financial advice, as well as support from a team of peers who have been through the same process you are undertaking and want to champion your success.

An experienced paraplanning team that will support you to ensure that client cases are processed efficiently and compliantly This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career or looking for a fresh start with a company better aligned to their ethos. You will be working with a company that is committed to supporting you on your journey in a highly collaborative environment.

An environment in which you can concentrate on what is important: providing relationship-based financial advice to clients to help them meet their needs and objectives.