Financial Advisor

Cavendish Maine Careers; Bristol; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A national financial planning firm in Bristol seeks an experienced Advisor to join their team. The role involves building strong client relationships, conducting annual reviews, and handling client complaints. The ideal candidate must be diploma qualified and have strong technical financial knowledge. This desk-based position offers a flexible hybrid working model, enabling you to work both from home and the office.

Qualifications

• Diploma qualified Advisor with experience in financial planning.
• Prior holding of CAS status is essential.
• Strong computer and communication skills for a desk-based role.

Responsibilities

• Build sustainable relationships with clients.
• Complete annual reviews within required timescales.
• Handle client complaints and ensure resolution.

Skills

Building client relationships

Regulatory knowledge

Complaint resolution

Education

Diploma qualified

CAS status

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 and assess clients needs
• Write new business from carrying out annual reviews with existing clients Obtain and record the required meet regulatory KYC and suitability requirements.
• Handle client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Keep records of customer interactions, process client accounts and file documents

This role is desk-based with meetings conducted via phone and Teams. They have a flexible hybrid working model which allows you to split your time between home and office.

The Individual

The successful candidate will be :

• A Diploma qualified Advisor
• Hold or previously held CAS status

Strong technical knowledge across all aspects of Financial...