Financial Advisor

Tate Cambridge; Bristol; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

A reputable financial services firm in Bristol is seeking a Level 4 qualified Financial Advisor to assist High Net Worth clients in achieving their financial goals. The role involves assessing financial needs, providing holistic planning services, and presenting tailored recommendations. Candidates should have experience in an authorized planning role and excellent communication skills. This opportunity offers a salary of up to £65,000 plus bonuses and supports a flexible remote/hybrid working model.

Qualifications

• Level 4 qualification in Financial Planning required.
• Experience in an authorized financial planning role.
• Ability to work with High Net Worth clients.

Responsibilities

• Assess financial needs for HNW clients.
• Conduct product research and provide financial planning services.
• Present financial recommendations and conduct reviews.

Skills

Attention to detail

Excellent communication skills

Interpersonal skills

Experience with HNW clients

Education

Level 4 qualified (Diploma in Financial Planning)

On the way to level 6

Job description

Financial Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to £65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for your next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol? Our client is looking to recruit a Level 4 qualified Financial Advisor to help HNW professionals reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Key Responsibilities as a Financial Advisor:

• Assessing and identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients

To apply, please contact Marie McDermott on 02030964533 or email to discuss this superb opportunity.

Please note that this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, so we encourage you to apply early to avoid disappointment.

Tate is committed to promoting equal opportunities and values your individuality. We invite you to share your preferred pronouns in your application and are happy to make adjustments during the application or interview process to ensure your comfort and accessibility.