Financial Adviser
1 week ago
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their South West/Bristol team.
The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone.
You will be provided with all the clients you need and will be passed ongoingleads - there will be no business development targets.
The company will provide you with a well-established client base that is already generating strong recurring income, and new clients will be generated through company-sourced lead generation.
To be considered you should have previous experience within a similar role, you MUST be Level 4 qualified to be considered.
This role may suit a Financial Adviser who is keen to continue providing high levels of advice but doesn't want business developmenttargets or the additional travel usually involved.
The client is offering a basic salary to £60,000 + bonuses and excellent company benefits.-
Financial Adviser, Bristol
1 week ago
Bristol, Bristol, United Kingdom CleverHR Full time £24,000 - £45,000£ £45000 first year OTE plus benefit, car allowance, uncapped earnings We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and savings...
-
Corporate Financial Adviser
1 week ago
Bristol, Bristol, United Kingdom Ortus PSR Full timeThis is an exciting opportunity for a new Corporate Financial Adviser to join a National financial planning firm with a fantastic reputation.Responsibilities Providing advice and services to Corporate Clients Offer Independent Financial Advice to prospective and existing private wealth clients Identifying business generation opportunities to drive business...
-
Self Employed Financial Adviser, Bristol
1 week ago
Bristol, Bristol, United Kingdom CleverHR Full timeSelf Employed Financial Adviser, Bristol (BW-1615) Are you a successful self-employed holistic Financial Planner but feel that you deserve a better arrangement than your current one? Do you have a client base with significant AUM but from which you are not reaping the rewards of your hard work? We are representing an independent and directly authorised...
-
Bristol, Bristol, United Kingdom Cardinal Recruitment Full timeThis large well established Frendly Society/Insurance Company have a vacancy for a Financial Advisor in BRISTOL and the associated surrounding areas. A person with a successful face to face sales background would be an advantage. Financial Services qualifications are not required for this role but they would obviously be an advantage as it represents a great...
-
Financial Planner
1 week ago
Bristol, Bristol, United Kingdom Enable recruitment Full timeExceptional local client base - all clients provided:Benefit from exceptional training and qualification support:- Work for a well-known later-life financial advice firmWe are partnered with an independent financial and legal advice firm in Bristol. They are now looking to expand by bringing on a new Financial Adviser to work with their extensive local...
-
Self-employed Financial Adviser
1 week ago
Bristol, Bristol, United Kingdom Clayton Davies Full timeJob Description Our client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. Continually driving improvement in quality of advice and client files Conducting in-depth reviews of clients' financial circumstances Reviewing and responding to clients...
-
Insurance Adviser
1 week ago
Bristol, Bristol, United Kingdom Jigsaw Recruitment Full timeJob Reference:Date Posted: 10 June 2023 Recruiter: Jigsaw Recruitment Location: Bristol Salary: £18,000 to £25,000 Sector: Financial Services Job Type: PermanentJigsaw Recruitment are working alongside a well known and highly regarded Insurance Brokerage, due to their continued growth, our client is looking to recruit additional Insurance Adviser's to join...
-
Financial Planner
1 week ago
Bristol, Bristol, United Kingdom Recruit UK Full timeJoin our team as a Financial Planner at a leading Wealth Management company!Location: UK Wide (Home Based)Salary: £60,000 with first year OTE of £120,000Looking for an experienced Financial Adviser who enjoys engaging with new clients and has a proven track record of client acquisition. You'll have the support of a dedicated team to handle technical...
-
Financial Planner
1 week ago
Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time £60,000Job Description Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client...
-
Business Assurance Adviser
1 week ago
Bristol, Bristol, United Kingdom St. James's Place Full timeSt. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible...
-
Financial Planner
4 weeks ago
Bristol, Bristol, United Kingdom Idex Full timeAbout our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...
-
Financial Planner
3 weeks ago
Bristol, Bristol, United Kingdom Idex Full timeAbout our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...
-
Financial Controller
1 week ago
Bristol, Bristol, United Kingdom TristoneNash Ltd Full timeWe are working with a Property Services Company who specialise in working with Local Authorities and Housing Associations, assisting in building, maintaining, and renewing their homes, who are looking for a Financial Controller to join their Bristol officeon a permanent basis.Duties will include: Preparing periodic financial statements, including profit and...
-
Senior Tax Manager
1 week ago
Bristol, Bristol, United Kingdom Paradigm Norton Financial Planning Limited Full timeCompetitive salary (depending on experience) plus generous benefits package (including 23 days' holiday + bank holidays + 12 wellbeing days + continued professional development + 10% employers pension contribution + income protection benefit + private medical insurance + life assurance etc.) The Role Working for a leading Chartered Financial Planning firm,...
-
Senior Tax Manager
3 weeks ago
Bristol, Bristol, United Kingdom Paradigm Norton Financial Planning Limited Full timeCompetitive salary (depending on experience) plus generous benefits package (including 23 days' holiday + bank holidays + 12 wellbeing days + continued professional development + 10% employers pension contribution + income protection benefit + private medical insurance + life assurance etc.)The full job description covers all associated skills, previous...
-
Senior Tax Manager
1 month ago
Bristol, Bristol, United Kingdom Paradigm Norton Financial Planning Limited Full timeCompetitive salary (depending on experience) plus generous benefits package (including 23 days' holiday + bank holidays + 12 wellbeing days + continued professional development + 10% employers pension contribution + income protection benefit + private medical insurance + life assurance etc.)The full job description covers all associated skills, previous...
-
Techncial Connections Adviser
1 week ago
Bristol, Bristol, United Kingdom Reed Insurance Full timeOpportunity - Technical Connections Adviser (Tax,Trust, Investments, Pensions and Protection)This role can be fully remote working from home to be based out of any of their offices in Bristol or CirencesterSalary depends on experience and qualifcation k plus unrivalled benefit's which includes Non-Contributory Pension - 10%, (increasing with length of...
-
Financial Services Admin
1 week ago
Bristol, Bristol, United Kingdom Idex Full timeWe are working with a financial planning firm in North Bristol who due to recently acquiring another business is now looking to hire a financial services admin into their growing teamThis opportunity is a hybrid working role which will see you in the office 3 times a week with 2 days working from home.Individuals must have had experience within financial...
-
Mortgage and Protection Adviser
3 weeks ago
Bristol, Bristol, United Kingdom Lloyds Banking Group Full timeEnd DateTuesday 25 April 2023We support agile working - click here for more information on agile working options.Agile Working OptionsFlexibility in when hours are workedJob Description SummaryGreat full time opportunities working 35 hours per week for Mortgage and Protection Advisers based in South and South West England.Job DescriptionHome is at the heart...
-
Bristol, Bristol, United Kingdom Interlink Talent Solutions Full timeWe are recruiting for an Associate to join our market-leading financial services disputes and investigations (FSDI) team in Bristol.Our FSDI team is one of the UK's largest teams in the field of financial services litigation, comprising over 150 people across our offices in Bristol, Manchester, London, Belfast and Glasgow. We are rated by Chambers as being...