Financial Advisor

  • Shortlist
Location Bristol , Bristol
Sector Financial Services
Salary £40,000 - £50,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 58859

Our Client is a well known firm with a strong client base across the south of England, with this opportunity to work out of their Bristol office. Due to an extremely fruitful period of business, our client is now looking to expand by adding a new member to the Financial Planning team. Our clients main focus is on HNW Business, providing their valued clients with direct access to the people who are looking after their financial affairs.  You will work alongside other Financial Planners and be provided with back office support. 

Due to the ongoing expansion of our Client (through both organic growth and acquisitions) you will have the chance to take on a a sizeable existing book of Clients to work with, along with a competitive basic salary, benefits and one of the better bonus structures of any firm within the industry. 

The Opportunity

The chance here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s Clients moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, looking to take advantage of a rich lead source, existing clients and reputation whilst receiving industry high bonus structures. 

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous  

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

 Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

 Job Synonyms:                 

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner