At a Glance
- Tasks: Provide holistic financial advice and build long-term relationships with private clients.
- Company: Established independent financial advisory firm with over 30 years of trusted service.
- Benefits: Competitive salary up to £90,000, bonus potential, and generous holiday allowance.
- Other info: Supportive environment with professional development and marketing resources.
- Why this job: Join a growing team and make a real impact on clients' financial goals.
- Qualifications: Minimum three years as a financial adviser with chartered or near-chartered status.
The predicted salary is between 90000 - 90000 £ per year.
Experienced Financial Adviser Bristol, hybrid working Up to £90,000 plus bonus. This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered or nearly chartered financial adviser to join them during a period of growth. Success in the position will come from building long term client relationships, converting new client opportunities, and bringing new revenue into the business.
If you enjoy delivering high quality financial advice, developing relationships and working with private clients, this could be the right opportunity for you. You will be joining a well established and supportive firm that offers a competitive salary, bonus potential, career development, and the tools to grow both your experience and earnings.
The Business
Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. With a strong reputation and continued growth plans, they are now looking to grow their team by hiring an adviser who can help bring new individuals and families into the firm.
The Role
You will be responsible for providing holistic financial advice to private clients across pensions, investments, and protection. Alongside delivering high quality advice, you will play an important role in converting new client opportunities and identifying ways to grow revenue. The firm has an excellent reputation, established marketing resources, and an experienced support team, but they are looking for someone who is commercially minded and comfortable contributing to the continued growth of the business. This is an opportunity to deliver truly independent advice, build long term trusted relationships with individuals and families, and be rewarded for the value you bring.
Benefits
- Salary up to £90,000, negotiable
- Bonus scheme
- 26 days holiday, rising to 31 after 5 years, plus bank holidays
- Generous employer pension contribution
- Death in Service cover
- Income Protection cover
- Private Medical Insurance and Health Cash Plan
- Full support towards professional qualifications
- New client opportunities and business development support
- Established support team and marketing resources
Requirements
- Experience as a financial adviser for at least three years
- Qualifications completed through the CII
- Chartered already, or very close to achieving chartered status, ideally within the next 6 months
- Experience advising private clients across pensions, investments, and protection
- Confident converting new client opportunities and helping to grow revenue
- Strong relationship building and client management skills
Financial Advisor in Bristol employer: Finlink Ltd
Join a well-established and supportive independent financial advisory firm in Bristol, where you will have the opportunity to thrive in a hybrid working environment. With a competitive salary of up to £90,000 plus bonuses, generous holiday allowances, and comprehensive benefits including professional development support, this company prioritises employee growth and fosters a collaborative work culture. As part of a respected team with over 30 years of experience, you will be empowered to build long-term client relationships and contribute to the firm's continued success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Finlink Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Finlink Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Finlink Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Finlink Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Finlink Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Finlink Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Finlink Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
