Financial Advisor

Tate; Bristol; Remote; GBP 55,000 - 65,000; Full time

Job summary

A prominent recruitment agency in Bristol is seeking a qualified Financial Advisor to join their team, helping high-net-worth clients achieve their financial objectives. The ideal candidate will have Level 4 qualifications and experience in financial planning. This role offers a competitive salary and the possibility of remote/hybrid work arrangements.

Qualifications

• Candidates must have Level 4 qualifications in Financial Planning or equivalent.
• Experience in an authorised financial planning role required.
• Proficient communication and interpersonal skills are necessary.

Responsibilities

• Assess financial needs for high-net-worth clients.
• Conduct product research and implement compliance processes.
• Provide holistic financial planning and client reviews.

Skills

Strong ambition

Attention to detail

Excellent communication

Interpersonal skills

Experience with HNW clients

Education

Level 4 qualified (Diploma in Financial Planning)

On the way to level 6

Job description

Overview

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 helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Responsibilities

• Assessing & 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

• 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.

How to Apply

Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

Notice

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

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.