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- Tasks: Deliver holistic financial planning and manage client relationships in a collaborative team.
- Company: Leading wealth management firm recognised for excellence in client service.
- Benefits: Generous salary, bonus structure, private medical insurance, and 30 days annual leave.
- Other info: Great growth opportunities and support from a dedicated team of specialists.
- Why this job: Join a forward-thinking company and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma and strong experience in delivering holistic financial 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.
Senior Financial Advisor in Newport 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 Newport
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in Bristol. Attend industry events, join local meetups, or even hit up LinkedIn to find potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience in delivering holistic advice and your knack for business development. Use real examples to demonstrate how you've made a difference for clients.
✨Tip Number 3
Prepare for those interviews! Research the company and its values, especially their approach to client relationships and financial planning. Be ready to discuss how you can contribute to their growth and success, and don’t forget to ask insightful questions!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for talented Advisers like you. It’s super easy to submit your application, and you’ll be one step closer to landing that dream role in a collaborative, forward-thinking environment.
We think you need these skills to ace Senior Financial Advisor in Newport
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, any progress towards Chartered status, and your experience in delivering holistic advice. 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 to business development can benefit us. Don’t forget to mention your excellent communication skills and report-writing prowess.
Showcase Your Client Relationship Skills: Since managing client relationships is key for this role, share specific examples of how you've successfully built and maintained client connections in the past. We love to see how you’ve contributed to client outcomes and new business growth!
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’re considered for this fantastic opportunity. Plus, it shows you’re keen on joining our collaborative team!
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 financial planning and cashflow modelling tools. Be ready to discuss your experience and how it aligns with the firm's approach to client relationships.
✨Showcase Your Communication Skills
As an excellent communicator, you’ll want to demonstrate this in your interview. Prepare to articulate your thoughts clearly and concisely, and don’t forget to highlight your report-writing skills with examples of past work.
✨Be Proactive About Business Development
The firm is looking for someone commercially minded, so come prepared with ideas on how you can contribute to new business growth. Think about past successes in business development and be ready to share those stories.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, support systems, and growth opportunities. This shows your genuine interest and helps you assess if it's the right fit for you.