Independent Financial Adviser
| Posting date: | 21 November 2024 |
|---|---|
| Hours: | Full time |
| Closing date: | 21 December 2024 |
| Location: | BS32 4NH |
| Remote working: | On-site only |
| Company: | Talent Finder |
| Job type: | Permanent |
| Job reference: | GLITHN-002-22254 |
Summary
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!
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