We have a fantastic opportunity for an Independent Financial Adviser to join our client’s firm based in Bristol. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement planning, wealth management, protection, and investment management, and oversees annual mortgage lending of approximately £2.5 billion. This position presents an exceptional opportunity to join a growing and ambitious organisation that provides clear pathways for professional advancement.
Key Responsibilities
* Demonstrate a strong entrepreneurial approach and proactively develop and expand a client portfolio with organisational support, ensuring client records are maintained accurately to allow for appropriate and compliant recommendations.
* Provide ongoing financial advice in accordance with all regulatory requirements.
* Conduct thorough research and analysis to identify suitable financial solutions aligned with clients’ needs.
* Gather, evaluate, and document all necessary information to deliver advice in accordance with organisational standards.
* Generate new business opportunities through referrals and professional networks.
* Collaborate effectively with colleagues to uphold the organisation’s values, standards, and culture.
* Engage fully with the development support provided to enhance professional knowledge and capability.
* Benefit from flexible employment structures designed to accommodate individual professional and personal circumstances.
Skills & Attributes
* Commitment to undertaking advanced professional qualifications and progressing towards Chartered status.
* Strong presentation and communication skills.
* Comprehensive understanding of financial markets and products.
* Ability to assess and interpret the needs and objectives of clients.
* Capacity to cultivate strategic relationships within the industry.
* Proactive mindset with demonstrable initiative.
Benefits
* Company pension scheme
* Death in service benefit
* 25 days’ annual leave
* Flexible benefits package
* Additional day of leave on birthdays
* Option to purchase additional annual leave
* Enhanced family-friendly policies
* Cycle-to-work scheme
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