Job description
A well-established leading wealth management and financial planning firms is looking to appoint an experienced Financial Advisor to join its Bristol team. This is a fantastic opportunity for a qualified Advisor who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business.
You'll manage existing client relationships, conduct annual reviews, identify new opportunities and contribute to new business growth.
You'll be supported by Paraplanners, Administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes.
The firm was recognised by Investors' Chronicle as a 5-star Wealth Manager.
What They're Looking For
1. Level 4 diploma (ideally working towards Chartered)
2. CAS + current SPS
3. Strong experience delivering holistic advice
4. Comfortable using cashflow modelling tools
5. Commercially minded with a proactive approach to business development
6. Excellent communicator with strong report-writing skills
7. Those who are excellent at business development
Package
8. Generous bonus structure
9. Private medical insurance
10. Health cash plan
11. Group life cover
12. Group income protection
13. 30 days annual leave
14. 8% employer pension contribution
If you're an ambitious, client-centric Advisor who wants to combine quality advice with genuine growth opportunity in the South West, I'd love to have a confidential conversation.
Message me directly or email to find out more -