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Financial adviser - retirement planning

Bristol (City of Bristol)
Recruit UK
Financial advisor
Posted: 10 December
Offer description

Financial Adviser Location: Bristol
Salary: Up to £80,000 + Bonus + Clients
An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Bristol.

This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams.


This is a client bank provided as well as growth-led position, combining current client support and sourcing new HNW client enquiries and utilising established introducer networks. You’ll focus on developing and managing a client bank, with full support provided at every stage of the advice process.

You’ll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients, colleagues, and the community. Competitive starting salary up to £80,000 basic
~ Attractive bonus scheme
~ HNW clients provided as well as leads
~ Excellent benefits package, including:
~ Salary sacrifice options on Private Medical Insurance (PMI)
~ 25 days holiday + BH and Pension
~ Study and professional development support
~ Hybrid and flexible working options


At least 1 year’s experience in providing financial advice
If you’re passionate about delivering high-quality financial advice and want to work in a culture that rewards integrity and results, we encourage you to get in touch today.

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