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For Companies At a Glance
- Tasks: Build and manage your own client portfolio while providing tailored financial advice.
- Company: Join a boutique IFA firm in Bristol known for bespoke financial solutions and strong client relationships.
- Benefits: Enjoy a competitive salary, generous bonuses, and flexible working options.
- Why this job: Accelerate your career in a supportive environment focused on professional growth and achieving Chartered status.
- Qualifications: Must hold a Level 4 Diploma in Financial Planning and have a passion for networking.
- Other info: Collaborative team culture where individual contributions are celebrated and valued.
The predicted salary is between 48000 - 64000 £ per year.
Exciting Opportunity for a Financial Adviser in Bristol – Join a Boutique IFA Firm!
An ambitious and motivated Financial Adviser is sought by a boutique Independent Financial Advisory firm in Bristol. This is a unique opportunity for an adviser who is eager to build their own client bank, expand their network, and progress toward Chartered status in a supportive and dynamic environment.
Salary: £60,000 - £80,000 (plus bonuses and incentives to earn over £100,000)
The Firm
This boutique IFA firm is known for delivering bespoke financial solutions and nurturing long-term client relationships. With a strong focus on growth and professional development, the firm provides advisers with the tools, resources, and autonomy needed to succeed.
- Key benefits of joining the team include:
- A Growth-Focused Culture: Perfect for advisers who thrive on building client networks and driving new business opportunities.
- Pathway to Chartered Status: Comprehensive support is provided to help team members achieve their professional goals.
- Boutique Environment: A collaborative, flexible, and personalized working culture where individual contributions are highly valued.
- Resources for Success: Marketing support, paraplanning services, and proven lead-generation strategies allow advisers to focus on delivering exceptional advice.
The Ideal Candidate
The firm is looking for a proactive and driven Financial Adviser who is passionate about providing tailored financial solutions and developing lasting client relationships.
- Key requirements:
- Holds a Level 4 Diploma in Financial Planning (essential).
- Demonstrates a strong desire to build a client base through networking, prospecting, and referrals.
- Has an ambition to achieve Chartered status and progress professionally.
- Excels in delivering a client-first approach with exceptional interpersonal skills.
What’s on Offer?
- Competitive Salary: £60,000 - £80,000, depending on experience.
- Generous Bonuses: A performance-based structure designed to reward success.
- Professional Development Support: Full financial and practical assistance to achieve Chartered status.
- Flexible Working: Options for office-based and remote work to suit individual preferences.
- Supportive Team Culture: A close-knit team environment where achievements are celebrated.
Role Responsibilities
- Build and manage a personal portfolio of clients, offering holistic financial advice tailored to individual needs.
- Actively seek new business opportunities through networking, events, and referrals.
- Stay updated on market trends and regulatory developments to maintain expertise.
- Collaborate with the paraplanning and administration teams to deliver seamless client service.
How to Apply
This role is ideal for a Financial Adviser who is looking to accelerate their career and take control of their future in a boutique firm that values ambition and excellence. To apply, please submit your CV or contact us directly for a confidential discussion about the opportunity.
Financial Adviser employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network actively within the financial services community in Bristol. Attend local finance-related events, seminars, and workshops to meet potential clients and industry peers who can refer you.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with individuals in your target market. Share valuable insights and engage with posts to increase your visibility.
✨Tip Number 3
Consider joining local business groups or chambers of commerce. These organisations often provide excellent networking opportunities and can help you build relationships with potential clients.
✨Tip Number 4
Stay informed about the latest trends in financial planning and investment strategies. This knowledge will not only enhance your credibility but also enable you to provide tailored advice that meets client needs.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience. Emphasise your client-first approach and interpersonal skills, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ambition to build a client base. Mention how you align with the firm's growth-focused culture and your desire to achieve Chartered status.
Highlight Networking Experience: In your application, provide examples of how you've successfully built client relationships through networking and referrals. This will demonstrate your proactive nature and suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Networking Skills
As a Financial Adviser, your ability to build a client base is crucial. Be prepared to discuss your previous networking experiences and how you've successfully generated leads in the past. Highlight any specific strategies you’ve used to expand your network.
✨Demonstrate Client-Centric Approach
The firm values a client-first mentality. During the interview, share examples of how you've tailored financial solutions to meet individual client needs. This will show your commitment to providing exceptional service and building lasting relationships.
✨Express Your Ambition for Chartered Status
Make sure to convey your desire to achieve Chartered status. Discuss any steps you’ve already taken towards this goal, such as relevant courses or certifications, and express your enthusiasm for the professional development support offered by the firm.
✨Stay Informed on Market Trends
Being knowledgeable about current market trends and regulatory changes is essential for a Financial Adviser. Prepare to discuss recent developments in the financial sector and how they might impact your clients. This will demonstrate your expertise and commitment to staying informed.
