A well-established Chartered independent wealth management firm is looking to appoint an experienced Financial Adviser to join its Bristol team. This is a fantastic opportunity for a qualified Adviser 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 - including opportunities arising from acquisitions.
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 listed among the Citywire New Model Adviser Top 100 UK firms acknowledging its client-focused ethos and professional standing in the UK financial planning sector.
What They’re Looking For
* Level 4 Diploma (ideally working towards Chartered)
* CAS + current SPS
* Comfortable using cashflow modelling tools
* Commercially minded with a proactive approach to business development
* Excellent communicator with strong report-writing skills
Package
* Generous bonus structure
* Private medical insurance
* Health cash plan
* Group life cover
* Group income protection
* 30 days annual leave
* Birthdays off & 1 charity day off per annum
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