Financial Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to £65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for you next new opportunity?  

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol.  Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor. 

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply:

Please contact Marie McDermott on 02030964533 or email to discuss this superb opportunity.