Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team as an Independent Financial Adviser, focusing on client relationships and financial planning.
- Company: A family-run IFA firm in Aztec West, Bristol, dedicated to excellence in financial services.
- Benefits: Flexible salary options, in-house support, and leads provided to grow your client base.
- Why this job: Be part of a supportive, family-oriented environment where your success is prioritized.
- Qualifications: Must have a Level 4 qualification in financial planning and strong interpersonal skills.
- Other info: Choose between employed or self-employed arrangements, with full-time or part-time options.
The predicted salary is between 36000 - 60000 £ per year.
Independent Financial Adviser | Employed or Self-Employed | Aztec West, Bristol | Full-Time or Part-Time | Salary depends on experience and level of existing client retention Are you a passionate, experienced Financial Adviser ready to take your career to the next level? Our client is a directly authorised, family-run IFA firm based in Aztec West, Bristol, seeking a dedicated professional to join their dynamic team. With two seasoned advisers already in place, supported by an exceptional paraplanning and back-office team, they’re committed to delivering excellence in financial planning. Now, they’re looking for someone like you—someone who values integrity, builds lasting relationships, and brings a strong technical understanding of financial planning to the table. At this firm, you’re not just another number. You will be part of a supportive, family-oriented environment where your success is a priority. Are you the right person for the job? A minimum Level 4 qualification in financial planning A strong technical understanding of financial advice Honesty and integrity in every interaction Exceptional interpersonal skills to build trust and rapport with clients What’s on offer? Tailored splits between salary and fee share to suit your needs Access in-house model portfolios or whole-of-market bespoke investment options Paraplanning, administration, compliance, research, and IT support A dedicated desk, meeting space, and a parking spot Leads provided to help you grow your client base Choose between employed or self-employed arrangements, with options for full-time or part-time work What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you! Your data will be handled in line with GDPR. JBRP1_UKTJ
Talent Finder | Independent Financial Adviser | bristol employer: Talent Finder
Contact Detail:
Talent Finder Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Talent Finder | Independent Financial Adviser | bristol
✨Tip Number 1
Make sure to highlight your Level 4 qualification in financial planning during your conversations. This is a key requirement for the role, and showcasing it will demonstrate your commitment and expertise.
✨Tip Number 2
Prepare to discuss your previous experience with client retention and how you've built lasting relationships in your past roles. This will resonate well with the family-oriented culture of the firm.
✨Tip Number 3
Familiarize yourself with the firm's values and their approach to financial planning. Being able to align your personal values with theirs will show that you're a great fit for their team.
✨Tip Number 4
Network with current or former employees if possible. They can provide insights into the company culture and what it takes to succeed as a Financial Adviser in their environment.
We think you need these skills to ace Talent Finder | Independent Financial Adviser | bristol
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the Independent Financial Adviser position. Highlight your relevant experience and qualifications that align with the job description.
Tailor Your CV: Customize your CV to reflect your financial planning qualifications, particularly your Level 4 qualification. Emphasize your technical understanding and any previous client retention successes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your commitment to integrity and relationship-building. Use specific examples from your past experiences to demonstrate your skills.
Highlight Interpersonal Skills: In both your CV and cover letter, emphasize your exceptional interpersonal skills. Provide examples of how you've built trust and rapport with clients in previous roles.
How to prepare for a job interview at Talent Finder
✨Showcase Your Technical Knowledge
Make sure to highlight your Level 4 qualification and any relevant experience in financial planning. Be prepared to discuss specific financial products and strategies you've successfully implemented in the past.
✨Demonstrate Integrity and Honesty
Since the firm values integrity, share examples from your career where you prioritized honesty in client interactions. This will help build trust with the interviewers and show that you align with their core values.
✨Highlight Your Interpersonal Skills
Prepare to discuss how you've built lasting relationships with clients in previous roles. Use specific anecdotes that showcase your ability to connect with clients and understand their needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, support systems, and growth opportunities. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
