Hybrid Financial Advisor — Client Planning & Reviews

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

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.