At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships.
- Company: Family-run IFA firm in Aztec West, Bristol, focused on excellence.
- Benefits: Flexible salary options, in-house support, and leads to grow your client base.
- Other info: Choose between employed or self-employed roles with full-time or part-time options.
- Why this job: Join a supportive team where your success and integrity matter.
- Qualifications: Level 4 qualification in financial planning and strong interpersonal skills.
The predicted salary is between 50000 - 60000 £ per year.
Independent Financial Adviser | Employed or Self-Employed | Aztec West, Bristol | Full-Time or Part-Time |
Salary depends on experience and level of existing client retention.
Are you a passionate, experienced Financial Adviser ready to take your career to the next level?
Our client is a directly authorised, family-run IFA firm based in Aztec West, Bristol, seeking a dedicated professional to join their dynamic team.
With two seasoned advisers already in place, supported by an exceptional paraplanning and back-office team, they're committed to delivering excellence in financial planning.
Now, they're looking for someone like you—someone who values integrity, builds lasting relationships, and brings a strong technical understanding of financial planning to the table.
At this firm, you're not just another number.
You will be part of a supportive, family-oriented environment where your success is a priority.
Are you the right person for the job?
A minimum Level 4 qualification in financial planning A strong technical understanding of financial advice Honesty and integrity in every interaction Exceptional interpersonal skills to build trust and rapport with clients What's on offer?
Tailored splits between salary and fee share to suit your needs Access in-house model portfolios or whole-of-market bespoke investment options Paraplanning, administration, compliance, research, and IT support A dedicated desk, meeting space, and a parking spot Leads provided to help you grow your client base Choose between employed or self-employed arrangements, with options for full-time or part-time work What's next?
It's easy!
Click “APPLY” now!
We can't wait to hear from you!
Your data will be handled in line with GDPR.
TPBN1_UKTJ
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