Financial Advisor
Location: Bristol, remote/hybrid Working
Salary: Basic Salary up to £65,000 DOE with a generous bonus scheme and excellent benefits.
Are you a Financial Advisor looking for you next new opportunity?
Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a qualified Financial Advisor helping HNW professionals to reach their financial goals.
Key Responsibilities required Financial Advisor:
* Assessing & identifying financial needs for HNW clients
* Conducting product research
* Implementing money laundering processes
* Providing holistic financial planning services
* Conducting lifestyle planning assessments
* Presenting financial recommendations to clients
* Conducting client financial reviews
* Keeping up to date with regulatory changes
* Networking with professional partners
* Contributing to marketing initiatives
* Maintaining an up-to-date Statement of Professional Standing
* Participating in ongoing CPD activities
Requirements for the Financial Advisor:
* Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
* Experience in an authorised financial planning role with competent adviser status
* Strong ambition and attention to detail
* Excellent communication and interpersonal skills
* Experience in working with HNW clients.
How to Apply:
Please contact Marie McDermott on or email to discuss this superb opportunity.