Job description
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
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
