Senior Financial Services Professional

1 day ago


Bristol, Bristol, United Kingdom Talent Finder Full time

Company Overview: As a Senior Financial Services Professional with Talent Finder, you'll be part of a seasoned team committed to delivering excellence in financial planning. With two experienced advisers already in place and a strong support network, they're looking for someone who shares their passion for integrity, relationship-building, and technical expertise.

Salary: Salary depends on experience and level of existing client retention, but expect a competitive package that rewards your skills and dedication.

Job Description: As an Expert Wealth Advisor - Aztec West, you'll have the opportunity to work with exceptional clients and contribute to the growth of our thriving practice. With access to in-house model portfolios or whole-of-market bespoke investment options, you'll have the tools to succeed and build lasting relationships with your clients.

Required Skills and Qualifications: A minimum Level 4 qualification in financial planning is essential, as well as a strong technical understanding of financial advice. You'll also need excellent communication and interpersonal skills to connect with clients and colleagues alike.

Benefits: Enjoy a flexible working arrangement, choosing between employed or self-employed arrangements, with options for full-time or part-time work. Your data will be handled in line with GDPR, ensuring your confidentiality and security.

Others: If you're a passionate, experienced Financial Adviser ready to take your career to the next level, this could be the ideal opportunity for you. Don't miss out on the chance to grow your client base and achieve success with Talent Finder.



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