Financial Adviser

2 weeks ago


Bristol, United Kingdom mbf. Full time

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. The average client has around £250k AUM, however some clientshave considerably more. The advice varies but is focused around pensions, investments & protection.

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

    7 days ago


    Bristol, United Kingdom Truestar Talent Ltd Full time

    My client has become a driving force within the independent financial advisory and employee benefits sector. Due to increasing business levels my client is looking for a remote financial advisers based in their Bristol office. The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits: -- Basic Salary...

  • Financial Adviser

    4 weeks ago


    Bristol, United Kingdom Ortus PSR Full time

    A prestigious national Independent Financial Adviser (IFA) firm, renowned for our client-centric approach and commitment to delivering exceptional financial solutions. With a strong presence across the country are recruiting. As part of their continuous growth, they are seeking an experienced Financial Adviser to join the team in a remote capacity, working...


  • Bristol, United Kingdom CleverHR Full time

    We are delighted to be working with this small independent Chartered Financial Planner in a position to offer a fabulous opportunity for a trainee adviser to become a full adviser within 6/9 months achieving CAS. The business uses market leading technology combined with the highest level of technical expertise, to set clients on the path to achieving their...

  • Financial Adviser

    4 weeks ago


    Bristol, United Kingdom Ortus PSR Full time

    **You will be out on the road with the head office in Birmingham (this is not an office-based role)** **Remunerations: Basic salary: £50,000 - £80,000 - Bonus is activated at 2.5 - validation** You will be responsible for providing advice to staff working for the NHS. The role involves meeting clients, delivering seminars and presentations to a range of...


  • Bristol, United Kingdom CleverHR Full time

    Self 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...

  • Financial Adviser

    4 weeks ago


    Bristol, United Kingdom Truestar Talent Ltd Full time

    Our client is an asset management division of a FTSE 250 leading uk banking group. Their clients require high-quality financial advice and investment services. In return a salary of around £110,000 plus benefits is offered. Full paraplanning and admin support is provided


  • Bristol, United Kingdom Integrity365 Full time

    **The role**: Integrity365 are currently looking to expand our team of office based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience. We are recruiting individuals...

  • Insurance Adviser

    5 days ago


    Bristol, United Kingdom Jigsaw Recruitment Full time

    Job Reference: 00000736-1 - Date Posted: 10 June 2023 - Recruiter: Jigsaw Recruitment - Location: Bristol - Salary: £18,000 to £25,000 - Sector: Financial Services - Job Type: Permanent Jigsaw Recruitment are working alongside a well known and highly regarded Insurance Brokerage, due to their continued growth, our client is looking to recruit additional...

  • IFA Administrator

    3 weeks ago


    Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Bristol - Artemis Recruitment Consultants Financial Services Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company...


  • Bristol, United Kingdom Analytics BC Full time

    Purpose of role: To provide the accurate preparation of statutory financial statements, disclosures and supplementary commentaries for National Friendly including the consolidation of subsidiaries and to have responsibility of the taxation requirements of the business. Key duties and responsibilities: Operational Prepare the consolidated statutory financial...


  • Bristol, United Kingdom Analytics BC Full time

    Purpose of role: To provide the accurate preparation of statutory financial statements, disclosures and supplementary commentaries for the organisation including the consolidation of subsidiaries and to have responsibility of the taxation requirements of the business. Key duties and responsibilities: Operational Prepare the consolidated statutory financial...


  • Bristol, United Kingdom Duval Associates Full time

    Commercial Analyst - Business Analyst - Accounts Analyst - Financial Analyst - Hybrid / WFH role with a Construction SME with HQ in Southampton Analysing data, accounts, financial operations and contracts to understand value and ROI and advise work with commercial direct o to advise MD and key stakeholders of more efficient and effective ways to move...


  • Bristol, United Kingdom G2 Legal Limited Full time

    **Financial Services Regulatory Solicitor - Bristol - £65,000 - £85,000** A highly regarded central Bristol law firm have an opportunity for a financial services regulatory associate solicitor to join the team. The financial services regulatory team are one of the largest teams in the UK and advise on a variety of matters in the retail banking sector on...


  • Bristol, United Kingdom Analytics BC Full time

    Purpose of role:All candidates should make sure to read the following job description and information carefully before applying.To provide the accurate preparation of statutory financial statements, disclosures and supplementary commentaries for National Friendly including the consolidation of subsidiaries and to have responsibility of the taxation...

  • Financial Advisor

    7 days ago


    Bristol, United Kingdom St. James's Place Full time

    Job Description Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in London, our largest and top performing practices ...

  • Financial Advisor

    1 week ago


    Bristol, United Kingdom St. James's Place Full time

    Are you an ambitious professional looking to progress your career?Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us...

  • Financial Advisor

    1 week ago


    Bristol, United Kingdom St. James's Place Full time

    Job DescriptionAre you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in London, our largest and top performing practices have...

  • Financial Advisor

    2 weeks ago


    Bristol, United Kingdom St. James’s Place Full time

    Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in London, our largest and top performing practices have further...

  • Financial Advisor

    14 hours ago


    Bristol, United Kingdom St. James's Place Full time

    Are you an ambitious professional looking to progress your career?Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us...


  • Bristol, United Kingdom Analytics BC Full time

    Purpose of role:To provide the accurate preparation of statutory financial statements, disclosures and supplementary commentaries for the organisation including the consolidation of subsidiaries and to have responsibility of the taxation requirements of the business.Key duties and responsibilities:OperationalPrepare the consolidated statutory financial...