Financial Adviser | Bristol | £80,000 + bonus
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
- Strong experience delivering holistic advice
- 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
- 5% employer pension contribution
If you’re an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, I’d love to have a confidential conversation.
Message me directly or email to find out more - Samantha.durbridge@idexconsulting.com
Financial Adviser | Bristol | £80,000 + bonus