Financial Advisor

2 weeks ago


Bristol, Bristol, United Kingdom Clayton Davies Full time

Our client is in search of a skilled Financial Planner to become part of their dynamic team. As a Financial Planner, your main focus will be on grasping both the current and future financial objectives of your clients.

Key Responsibilities:

  • Develop a deep understanding of the organization's fundamental principles
  • Ensure prompt and professional service delivery to clients
  • Cultivate strong client and introducer relationships through regular meetings
  • Consistently enhance the quality of advice and client records
  • Conduct thorough assessments of clients' financial situations
  • Adapt to clients' evolving needs and financial status
  • Expand the client base through tailored business planning and company-generated leads

Experience Required:

  • Minimum requirement of a Financial Planning Diploma
  • Proven track record of offering reliable financial guidance


  • Bristol, Bristol, United Kingdom PB Recruitment Consultants Full time

    A well-established multi-office, award winning, Financial Planning Practice, is currently seeking a forward thinking Employed Independent Financial Advisor to service an existing client bank and expand the client base moving forwardA very competitive negotiable package is available, with an uncapped bonus, an extremely comprehensive benefits package, a full...


  • Bristol, Bristol, United Kingdom Idex Full time

    Are you looking to kickstart your career as a Financial Planner? Do you already hold the Level 4 Qualification? Is so, read onI am working with an IFA business in Bristol who are seeking a Trainee Advisor who will get the opportunity to work alongside the founder of the business as they look to pass over clients.The successful candidate will benefit from...


  • Bristol, Bristol, United Kingdom Idex Full time

    Are you looking to kickstart your career as a Financial Planner? Do you already hold the Level 4 Qualification? Is so, read onI am working with an IFA business in Bristol who are seeking a Trainee Advisor who will get the opportunity to work alongside the founder of the business as they look to pass over clients.The successful candidate will benefit from...


  • Bristol, Bristol, United Kingdom JJ SEARCH LIMITED Full time

    Job DescriptionThe Client A well-established boutique Wealth Management firm.The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high...


  • Bristol, Bristol, United Kingdom JJ Search Full time

    The client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...


  • Bristol, Bristol, United Kingdom CMD Recruitment Full time

    Administrator Financial Services Industry£24,000pa £28,000paBristolOffice basedFull time, PermanentAre you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from youMy client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their...


  • Bristol, Bristol, United Kingdom CMD Recruitment Full time

    Administrator Financial Services Industry£24,000pa £28,000paBristolOffice basedFull time, PermanentAre you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from youMy client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their...


  • Bristol, Bristol, United Kingdom CMD Recruitment Full time

    Join Our Team as Administrator in the Financial Services SectorSalary: £24,000pa - £28,000paLocation: Bristol (Office-based)Employment Type: Full-time, PermanentAre you a proactive Administrator with a background in financial services? If the answer is YES, we are eager to get to know you!Our client, a provider of Independent Financial Planning Services,...

  • HR Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom TVS Supply Chain Solutions Full time

    Enhance your Career with TVS Supply Chain Solutions The HR Advisor will be supporting an outsourced MoD contract for TVS Supply Chain Solutions. The role will be based at our offices in Emersons Green, North Bristol with the opportunity to work on a hybrid basis following initial training. The role of the HR Advisor is to join an existing HR function,...

  • Insurance Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom Clark UK Full time

    Clark UK is a high growth Insurtech business located in Bristol UK and is part of the group, a pan European Insurtech unicorn. We aspire to a different kind of financial services culture where innovation and high-performance meet fun.We are looking for the right people who seek development and opportunity to join our newest team, Winston. You will have the...


  • Bristol, Bristol, United Kingdom Bruin Full time

    An exciting time to be joining one of the fastest-growing Insurance Brokers in the London market as they search for a new HR Advisor to join their inclusive team. Reporting to an experienced HR Business Partner and part of a well-knit wider HR team. Their offices are based within London (City) and they adopt a hybrid working policy and have stand-out...

  • Sales Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom Clark UK Full time

    Clark UK is a high growth Insurtech business located in Bristol UK and is part of the group, a pan European Insurtech unicorn. We aspire to a different kind of financial services culture where innovation and high-performance meet fun.We are looking for the right people who seek development and opportunity to join our newest team, Winston. You will have the...

  • Financial Controller

    2 weeks ago


    Bristol, Bristol, United Kingdom Ray White Group Full time

    LMG is the largest aggregator across Australia and New Zealand supporting a community of over 6,300 brokers and advisers. Proudly family-owned and led, LMG supports businesses operating under their own brand or the Loan Market brand, and partners with over 80 lenders. The business has grown rapidly, reaching a $360 billion loan book and helping more than...

  • Service Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom Wessex Garages Full time

    Service Advisor VacancyWe are currently recruiting for a new Service Advisor to help us keep our Kia Bristol branch running smoothly.About the roleOur Service Advisors are responsible for delivering and sustaining a fantastic experience for all our service and vehicle repair customers.We're looking for an articulate, warm communicator who can give our...

  • Sales Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom Bellway Full time

    At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference combined with creating a safe and inclusive working environment for all colleagues. This means we are positive about making adjustments as well as providing flexible working and we would be happy to talk...


  • Bristol, Bristol, United Kingdom Hays Specialist Recruitment Limited Full time

    Fantastic Financial Services Disputes Director / Senior Associate job with Leading National Firm in BristolYour new firmThis top tier law firm is one of the most ambitious and fastest growing in the Southwest market and has a highly regarded Financial Services Litigation team that has been enjoying steady growth. With a solid stable of leading banking...


  • Bristol, Bristol, United Kingdom Cardinal Recruitment Full time

    This 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...


  • Bristol, Bristol, United Kingdom TVS Supply Chain Solutions UK & Europe Full time

    Job: HR Advisor Location: Bristol Reporting to: HR Manager 37 hours a week, two days a week on site at our offices in Emersons Green, this can sometimes be three days depending upon the needs of the business. Job Description:HR Advisor will be supporting an outsourced MoD contract for TVS Supply Chain Solutions. The role will be based at our offices in...


  • Bristol, Bristol, United Kingdom TVS Supply Chain Solutions UK & Europe Full time

    Job: HR AdvisorLocation: BristolReporting to: HR ManagerDo you have the right skills and experience for this role Read on to find out, and make your application.37 hours a week, two days a week on site at our offices in Emersons Green, this can sometimes be three days depending upon the needs of the business.Job Description:HR Advisor will be supporting an...


  • Bristol, Bristol, United Kingdom CCA Recruitment Full time

    Customer Service Advisor, Bristol - Hybrid workingRole: Customer Service Advisor - Financial ServicesLocation: Bristol - Hybrid working option after passing 3 month probation - 50% home working, 50% office basedContract: PermanentSalary: £24,600Hours: Full time, 37.5 per weekShifts: Shifts between Monday - Friday 8am - 6pm, 1 in 3 Saturdays 9.30am...