Financial Advisor

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

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank.

Role and Responsibilities

• Build sustainable relationships with clients
• Complete annual reviews within required timescales
• Identify an…