Financial Adviser

3 weeks ago


Bristol, South West England, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Adviser

Location: Bristol

Salary: Up to £75,000

Job Ref: 9182


Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Bristol dealing with clients across the South West (Mainly Bath & Bristol).


Company:

This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.


Role: Financial Adviser

Working with Senior Financial Planners, managing an existing client bank and dealing with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.


What’s in it for you:

  • Competitive starting salary £50k to £75k dependent on experience
  • Existing HNW client bank (c£250k ongoing fees)
  • HNW Client leads – Typical client £500k to invest
  • Excellent bonus schemes - OTE £100k+
  • Excellent Benefits: DIS, Flex Bens, Pension
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support
  • Offices – Bristol (outside city centre)


Skills and experience required:

Ideally en-route to Chartered, min Diploma (Dip PFS) or equivalent

Experience as a Financial Adviser, SPS & CAS Status


As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Bristol on a Financial Adviser role.


Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.


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