Bristol-Based Financial Advisor — Client Relationships

Cavendish Maine; Bristol; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning firm in Bristol is seeking an experienced Advisor to join their team. The role involves building sustainable relationships with clients and completing annual reviews in line with required timescales. The ideal candidate will possess strong client management skills and a passion for delivering high-quality financial advice. This is an employed position servicing an existing client bank.

Responsibilities

• Build sustainable relationships with clients.
• Complete annual reviews within required timescales.
• Identify and address client needs.

Job description

A leading financial planning firm in Bristol is seeking an experienced Advisor to join their team. The role involves building sustainable relationships with clients and completing annual reviews in line with required timescales. The ideal candidate will possess strong client management skills and a passion for delivering high-quality financial advice. This is an employed position servicing an existing client bank.