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Financial Advisor

Finlink Ltd
Posted 15 hours ago, valid for a month
Location

Bristol, Somerset BS48 3QA, England

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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  • The Financial Advisor position based in Bristol offers a salary of up to £60k.
  • Candidates must be Level 4 qualified and have experience in maintaining long-term client relationships and acquiring new clients.
  • The company is an independent financial advisory firm specializing in pensions, investments, and corporate services.
  • The role involves servicing an existing client bank while working towards new business targets.
  • Additional benefits include a bonus scheme, generous holiday allowance, employer pension contributions, and support for professional qualifications.

Financial Advisor

Bristol

Hybrid working

Up to £60k

The role is best suited to a Level 4 qualified Financial Advisor who is looking for the right firm to continue their journey giving advice and to chartered status. You will need experience in maintaining long-term relationships as well as winning new clients. Client bank provided. Salary up to £60k.

The Business

The company are directly authorised, independent financial advisory firm who specialise in providing advice in pensions, investments and protection as well as corporate services.

Based 5 miles out of Bristol City Centre, you will miss the city traffic and benefit from onsite parking and beautiful grounds surrounding the office.

The Role

Within the role you will be servicing the book provided, working towards a new business target and growing the book to an agreed amount of households going forward. The established team of Advisors, Paraplanners and administrators are in place to support you.

The Benefits

  • Salary Up to £60k.
  • Bonus scheme.
  • 26 days holiday to 31 days after 5 years + bank holidays.
  • Generous employer pension contribution.
  • DIS Cover provided.
  • Income Protection cover.
  • Private Medical Insurance and Health Cash plan.
  • Free parking provided.
  • Support with achieving professional qualifications.

Apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.

Synonyms

Financial adviser, financial planner, IFA, Independent 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.