Find a job 
Featured Companies 
Featured Universities 
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 forward-thinking team and make a real impact in financial advising.
- 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
- Those who are excellent at business development
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 - Samantha.durbridge@idexconsulting.com
Senior Financial Advisor in Bristol 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 Bristol
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with fellow professionals on LinkedIn. The more people you know, the better your chances of landing that Senior Financial Advisor role.
✨Tip Number 2
Showcase your expertise! Create a portfolio or case studies highlighting your successful client relationships and holistic financial planning strategies. This will help you stand out when chatting with potential employers.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience and how you can contribute to business growth. A confident, clear communication style will impress interviewers and show them you're the right fit for their team.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles like this one. Plus, it shows you're serious about joining our collaborative, forward-thinking business.
We think you need these skills to ace Senior Financial Advisor in Bristol
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, experience in holistic advice, and any relevant business development successes. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how your proactive approach can contribute to our growth. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills: As an excellent communicator, make sure your application reflects that. Use clear, concise language and pay attention to your report-writing skills. We appreciate well-structured applications that are easy to read!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
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 advice and how you've helped clients achieve their goals.
✨Showcase Your Communication Skills
As an excellent communicator, you’ll need to demonstrate this during the interview. Practice articulating your thoughts clearly and concisely, and prepare to share examples of how you've effectively communicated complex financial concepts to clients.
✨Be Business-Minded
Since they’re looking for someone commercially minded, think about how you can contribute to business development. Prepare to discuss strategies you've used in the past to identify new opportunities and grow client relationships.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to wealth management and how they support their advisers. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.