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Associate Financial Adviser

Ortus PSR
Posted 14 hours ago, valid for 6 days
Location

Bristol, Somerset BS48 3QA, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A well-established IFA company in Bristol is seeking a Permanent Financial Adviser to join their team.
  • Candidates should be experienced Senior Paraplanners or Associate Financial Advisers looking to progress their careers.
  • The role requires proven client-facing experience, a Level 4 Diploma qualification, and strong communication skills.
  • The position offers a competitive salary between £40-50K DOE, along with a bonus structure.
  • This opportunity allows for professional development and the chance to build a personal client base.
Join Our Clients Team as a Permanent Financial Adviser

Are you an experienced Senior Paraplanner / Associate Financial Adviser, that is feeling held back and looking for a new opportunity where you can finally start to progress your career and build your own client base?

Our client, a well-established IFA company in Bristol, South West England, is seeking a dedicated individual to join their team on a permanent basis.

Role Overview:
  • Position: Permanent Financial Adviser
  • Location: Bristol, South West England
  • Experience: Financial Advisor
  • Company Size: 11-35 employees

As a Financial Adviser with our client, you will have the opportunity to utilize your expertise to provide valuable financial advice and guidance to individuals and businesses. This role offers the chance to work within a dynamic team and contribute to the growth and success of the company.

Key Requirements:
  • Proven experience in a client facing Senior Paraplanner or Associate Financial Advisor role
  • Strong understanding of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Level 4 Diploma qualification essential, Advanced status with CII is advantageous

If you are a motivated and client-focused Financial Adviser seeking a new challenge, we want to hear from you. Our client offers a supportive work environment, tons of opportunities for professional development / career progression, and in return offer competitive base salary between £40-50K DOE plus great bonus structure.

Join our client's team and make a positive impact by helping individuals and businesses achieve their financial goals.

If you meet the requirements and are excited about this opportunity, apply now to take the next step in your career as a Financial Adviser.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.