Regulated Financial Advisor

2 days ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time

About the Role: We are seeking a skilled Financial Planning Specialist to join our team at Heat Recruitment. This is an excellent opportunity to develop your career in financial planning.

Key Responsibilities:

  • Research financial products, including pensions, investments, and insurance.
  • Analyse client portfolios to identify areas for improvement or opportunities for growth.
  • Create comprehensive financial plans and recommendations tailored to client needs.
  • Draft suitability reports and investment proposals based on advisor instructions.
  • Verify that all financial plans meet FCA regulatory requirements.
  • Attend client meetings to gather and review information, including fact-finding and risk profiling.
  • Provide clients with updates on their portfolios or plans as required.

Qualifications and Skills:

  • Degree or diploma in regulated financial planning (level 4) or working towards it.
  • Previous experience in paraplanning, financial planning, or advisory support.
  • Strong knowledge of financial products and services.
  • Experience using Microsoft, Aviva, and IO.
  • Chartered financial planner designation or progress towards it.
  • Familiarity with FCA guidelines and regulations.
  • Able to assess complex financial information and provide clear solutions.

Compensation Package: Up to £45,000 per year, dependent on experience.



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