Financial Planner in Bristol

A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who want to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes.

You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes.

The Opportunity

• You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups.
• Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice.
• You will also benefit from:

• A steady flow of pre-booked client meetings
• Full paraplanning support to prepare suitability reports
• Access to a dedicated discretionary portfolio management team
• Strong internal infrastructure and technical expertise
• The opportunity to advise clients with meaningful levels of assets and complex planning needs

Key Responsibilities

• Deliver comprehensive financial planning and retirement advice
• Provide guidance on pensions, investments and long-term wealth planning
• Advise on retirement income strategies, including annuities, drawdown and phased retirement
• Support clients with company share schemes and tax-efficient exit planning
• Conduct detailed fact-finds and investment planning assessments
• Risk profile clients and provide tailored investment recommendations
• Clearly explain the benefits of discretionary portfolio management
• Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations

What We're Looking For

• Level 4 Diploma qualified and wanting to continue with further qualifications
• Competent Adviser Status
• SPS in place
• Strong experience/track record advising on pensions, retirement planning and investments
• Good understanding of pension legislation and personal taxation
• Excellent communication skills and the ability to build long‑term client relationships
• Comfortable conducting virtual client meetings via platforms such as MS Teams

Desirable qualifications include:

• G60 / AF3 / AF7 / J05

Personal Attributes

• Successful advisers in this role tend to be:

• Highly client focused
• Professional and credible
• Motivated to deliver exceptional client outcomes
• Ambitious and driven
• Comfortable working both independently and collaboratively

Why This Role Stands Out

• Clients provided, no cold prospecting or lead generation
• Access to clients from major UK employers and pension schemes
• High-quality, advice-driven client relationships
• Full paraplanning and technical support
• Opportunity to work within a growing and respected financial wellbeing specialist
• Competitive, employed roles with excellent bonus/OTE opportunity

These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.