Finance Advisor – East Bristol
Salary: Basic salary of £30,000+ depending on experience. Realistic OTE £50,000–£60,000+ (based on individual commission).
Working Hours:
Monday to Friday – 8:45am–6:00pm
Saturday – 9:00am–4:00pm
(Working hours may vary to accommodate evening or home appointments.)
We are seeking a qualified and experienced Finance Advisor to support two offices in Bristol. This full-time role focuses on building strong relationships with branch teams and developing a consistent pipeline of client referrals.
Working closely with colleagues across the offices you support, you will provide mortgage and protection advice to referred clients while delivering a professional and compliant service throughout the home-buying process.
Key Responsibilities
Advising clients on and arranging mortgages in a timely and compliant manner
Arranging appropriate life insurance and protection policies
Securing mortgage offers to support both immediate and future property purchases
Managing and nurturing client relationships from initial enquiry through to completion
Working closely with branch teams to maximise referral opportunities
About You
You’ll be an experienced financial services professional who enjoys building relationships and delivering excellent outcomes.
You will need to:
Hold relevant financial services qualifications
Deliver outstanding customer service consistently
Demonstrate strong time management and organisational skills
Communicate confidently by phone, in writing and face-to-face
Be personable, approachable and professional
Hold a full UK driving licence and have access to your own vehicle
Lead Source
Two primary offices in Bristol with potential for further opportunities across the wider office network.
The Longer-Term Opportunity
This role offers more than just a position — it’s a career pathway.
The business is actively looking to grow a multi-adviser financial services operation across:
10 sales and lettings offices
Land & New Homes
Coverage across Bristol, North Somerset and South Gloucestershire
You will work closely with the directors and, for the right individual, there is clear scope for career progression, increased responsibility, and performance-based rewards as the business grows.
What We Offer
Basic salary of £30,000+ depending on experience
Realistic OTE £50,000–£60,000+
Own car required with mileage paid
25 days annual leave plus bank holidays (increasing after 3 and 6 years of service)
Vibrant team culture with regular paid-for social events
Opportunity to grow your career within a successful and expanding team
Location
Bristol (supporting two offices)
The role will be primarily office-based across the locations you support to ensure strong relationships with the sales teams you work alongside.
Start Date: ASAP (flexible for the right candidate)
We are looking for someone who wants to make a real impact — a confident, capable professional with the skills and drive to help grow the financial services network in East Bristol. If you are a natural relationship-builder, a strong communicator, and committed to delivering excellent client service, we would be very interested to hear from you.
We are committed to creating a diverse and inclusive working environment. All discussions will be handled discreetly and in complete confidence