Job description
A well-established leading wealth management and financial planning firms is looking to appoint an experienced Financial Advisor to join its Bristol team. This is a fantastic opportunity for a qualified Advisor 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.
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 recognised by Investors' Chronicle as a 5-star Wealth Manager.
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
- Those who are excellent at business development
Package
- Generous bonus structure
- Private medical insurance
- Health cash plan
- Group life cover
- Group income protection
- 30 days annual leave
- 8% employer pension contribution
If you're an ambitious, client-centric Advisor 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
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
