Independent Financial Advisor
3 weeks ago
RoleDue to expansion demands we are looking for a qualified Financial Advisor to join to join and growing business is Bristol. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.Responsibilities:Provide expert financial advice on pensions, investments, and wealth management.Build and nurture strong client relationships to help them achieve their financial goals.Conduct virtual consultations using the latest technology.Stay compliant with FCA regulations while delivering high-quality service.Proactively develop new business opportunities through enquiries, referrals, and lead generation.Meet client demands, keep them up to date with progress, and engendering trust and respect.Aligning all processes with client service agreements.Creating and maintaining compliant client files where all communication is documented correctly.Requirements:Successful candidates must have a full Diploma in Financial Planning Level 4.Must also have at least 12 months' experience a...
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Financial Advisor
2 weeks ago
Bristol, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job in Bristol provides opportunity to join a fast-growing IFA firm. As a Financial Advisor, you will be provided with some existing clients for you to takeover the ongoing servicing. You should look to identify new business and obtain referrals. The business continues to reinvest in the business with ways to generate...
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Independent Financial Adviser
3 weeks ago
Bristol, United Kingdom Continuum (Financial Services) LLP Full timeEarn More. Be Valued. Grow Capital.Continuum is an Independent financial advisory business and brand created for the modern era.A fresh and modern business that is a recognised leader in the financial advisory sector and aims to be viewed by clients, advisers, our people, our strategic partners and the regulator as the quality benchmark others should aspire...
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Property Valuation Surveyor
5 days ago
Bristol, United Kingdom German Villarreal, Financial Advisor Full timeJoin to apply for the Property Valuation Surveyor role at German Villarreal, Financial Advisor at Sellick Partnership in Bristol seeking a qualified RICS or Associate RICS Surveyor to support the delivery of Right to Buy applications for our client. Location & Working Conditions Location: Bristol, Southwest Working mode: Hybrid Contract type: Temporary...
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Independent Living Advisor
2 weeks ago
Bristol, United Kingdom The Guinness Partnership Full time**About the Role** We have a new permanent opportunity for an Independent Living Advisor to join our team. The successful individual will be based out of our schemes in Bristol but will be required to assist with our Bath scheme as and when. Reporting to the Independent Living Manager, you will be responsible for providing an intensive housing management...
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Financial Advisor
1 day ago
Bristol, United Kingdom Cavendish Maine Full timeThis rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank.Role and ResponsibilitiesBuild sustainable relationships with clientsComplete annual...
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Independent Financial Adviser
1 week ago
Bristol BS, United Kingdom The Oakfield Group Full time £55,000 - £65,000 per yearAll clients provided, Basic up to £65K, OTE £100K+Job OverviewAs a Financial Advisor, you will be responsible for providing financial guidance and advice to clients based on their financial goals and objectives. You will assist clients in making informed decisions regarding investments, savings, and financial planning.Duties- Conducting in-depth financial...
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Financial Advisor
7 days ago
Bristol, United Kingdom Cavendish Maine Full timeJob DescriptionThis rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank.Role and ResponsibilitiesBuild sustainable relationships with...
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Independent Living Advisor
1 day ago
Bristol, United Kingdom The Guinness Partnership Full time**Independent Living Advisor** Guinness Care is a charitable organisation that specialises in services for older people and people with learning disabilities. Our staff are hardworking and enthusiastic. We provide great person-centred service to enable our customers to live positive, independent lives. In return, we offer a rewarding job with excellent...
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Financial Advisor
3 weeks ago
Bristol, United Kingdom Cavendish Maine Full timeThis rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank. Role and Responsibilities Build sustainable relationships with clients Complete annual...
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Financial Advisor
7 days ago
Bristol, United Kingdom Cavendish Maine Full timeThis rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank.Check all associated application documentation thoroughly before clicking on the apply...