Financial Advisor

Experienced Financial Adviser

Bristol, hybrid working

Up to £90,000 plus bonus

This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered or nearly chartered financial adviser to join them during a period of growth.

Success in the position will come from building long term client relationships, converting new client opportunities, and bringing new revenue into the business. If you enjoy delivering high quality financial advice, developing relationships and working with private clients, this could be the right opportunity for you.

You will be joining a well established and supportive firm that offers a competitive salary, bonus potential, career development, and the tools to grow both your experience and earnings.

The Business

Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients.

With a strong reputation and continued growth plans, they are now looking to grow their team by hiring an adviser who can help bring new individuals and families into the firm.

The Role

You will be responsible for providing holistic financial advice to private clients across pensions, investments, and protection.

Alongside delivering high quality advice, you will play an important role in converting new client opportunities and identifying ways to grow revenue. The firm has an excellent reputation, established marketing resources, and an experienced support team, but they are looking for someone who is commercially minded and comfortable contributing to the continued growth of the business.

This is an opportunity to deliver truly independent advice, build long term trusted relationships with individuals and families, and be rewarded for the value you bring.

The Benefits

• Salary up to £90,000, negotiable
• Bonus scheme
• 26 days holiday, rising to 31 after 5 years, plus bank holidays
• Generous employer pension contribution
• Death in Service cover
• Income Protection cover
• Private Medical Insurance and Health Cash Plan
• Full support towards professional qualifications
• New client opportunities and business development support
• Established support team and marketing resources

Requirements

• Experience as a financial adviser for at least three years
• Qualifications completed through the CII
• Chartered already, or very close to achieving chartered status, ideally within the next 6 months
• Experience advising private clients across pensions, investments, and protection
• Confident converting new client opportunities and helping to grow revenue
• Strong relationship building and client management skills

Apply

If this sounds like the right move for you, apply today with your CV and contact details. The process is quick and straightforward.

Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser