Financial Advisor

Cavendish House Recruitment; Bristol; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Bristol is seeking an experienced Advisor to join their team. This role involves building sustainable relationships with clients and completing annual reviews to provide high-quality advice. The ideal candidate will have a strong background in financial advisory and a commitment to client care.

Responsibilities

• Build sustainable relationships with clients.
• Complete annual reviews within required timescales.

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...