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For Companies At a Glance
- Tasks: Manage client relationships and deliver holistic financial planning.
- Company: Leading wealth management firm with a collaborative culture.
- Benefits: Generous bonus, private medical insurance, and 30 days annual leave.
- Other info: Great growth opportunities in a supportive environment.
- Why this job: Join a 5-star wealth manager and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma and strong experience in delivering holistic advice.
The predicted salary is between 100000 - 100000 £ per year.
A well-established leading wealth management and financial planning firm is looking to appoint an experienced Financial Adviser to join its Bristol team. This is a fantastic opportunity for a qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business.
You’ll manage existing client relationships, conduct annual reviews, identify new opportunities, and contribute to new business growth. You’ll be supported by paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes. The firm was recognised by Investors’ Chronicle as a 5-star wealth manager.
What They’re Looking For
- Level 4 Diploma (ideally working towards Chartered)
- CAS + current SPS
- Strong experience delivering holistic advice
- Comfortable using cashflow modelling tools
- Commercially minded with a proactive approach to business development
- Excellent communicator with strong report-writing skills
Package
- Generous bonus structure
- Private medical insurance
- Health cash plan
- Group life cover
- Group income protection
- 30 days annual leave
- 8% employer pension contribution
If you’re an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, I’d love to have a confidential conversation. Message me directly or email to find out more.
Senior Financial Advisor in Bath employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor in Bath
✨Tip Number 1
Network like a pro! Attend industry events, join local financial planning groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a portfolio or a personal website where you can highlight your achievements, client testimonials, and case studies. This will help you stand out when you're chatting with potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Think about how you can demonstrate your holistic approach and business development skills during the conversation.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Advisers like you. Plus, it’s a great way to ensure your application gets noticed by the right people.
We think you need these skills to ace Senior Financial Advisor in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any progress towards Chartered status, as well as your experience in delivering holistic advice.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've managed client relationships and contributed to business growth in the past.
Showcase Your Communication Skills: Since strong report-writing skills are essential, consider including a brief example of a report or presentation you've created. This will demonstrate your ability to communicate effectively with clients and colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic planning and cashflow modelling tools. Be ready to discuss your experience in delivering comprehensive advice and how it has benefited your clients.
✨Showcase Your Communication Skills
As a Senior Financial Advisor, strong communication is key. Prepare to demonstrate your ability to explain complex financial concepts clearly and effectively. You might even want to bring along examples of reports you've written to showcase your skills.
✨Be Business-Minded
Since the role involves business development, think about how you can contribute to new business growth. Have a few ideas ready on how you could identify new opportunities within the firm’s existing client base or through networking.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to client relationships and their support structure. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.