At a Glance
- Tasks: Manage client relationships and deliver top-notch financial advice.
- Company: Established Chartered independent wealth management firm in Bristol.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Join a dynamic team with a focus on client success and growth.
- Why this job: Make a real difference in clients' financial lives with holistic planning.
- Qualifications: Experience in financial advising and strong relationship management skills.
The predicted salary is between 49500 - 60500 £ per year.
IDEX Consulting is partnering with a well-established Chartered independent wealth management firm to appoint an experienced Financial Adviser to join its Bristol team.
This role focuses on holistic financial planning and delivering high-quality advice to existing clients.
You will manage client relationships, conduct annual reviews, identify new opportunities including acquisitions, and be supported by paraplanners and specialists to drive client outcomes.
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Senior Financial Advisor — Holistic Planning & Growth employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
