• Paul Hulance

Financial Adviser - Bristol - up to £55k per annum

Job Red: AH0537

Clark James Recruitment are seeking an experienced Independent Financial Adviser to join a well-established and successful Financial Planning practice near Bristol.

Our client are a wholly Independent Wealth Management and Financial Advisory firm that specialise in providing straight forward solutions to help their clients take control of their financial future.

Working as Financial Adviser, you will be expected to deliver financial advice with a large portfolio of existing clients, whilst developing further business through referrals.

You will have sound knowledge of all associated financial products, specifically Investments and Pensions, and be able to liaise with clients confidently regarding their financial status and future needs.

There is full administration and paraplanning support, with additional support provided for lead generation.

To be considered for this role, you will have a proven track record for providing quality financial advice to private clients and being able to maintain long-standing relationships. A minimum of 3 years’ experience working as a succession IFA is essential, as well as having the ability to generate new clients.

Holding the Level 4 Diploma in Regulated Financial Planning is also essential, and if you are working towards Chartered status, this would be highly advantageous.

Located in Bradley Stoke, north of Bristol, our client are easily commutable from Bristol and the surrounding areas, however due to location, own transport would be ideal.

To apply, please forward an up to date CV to alice.hadley@clarkjames.co.uk with the Reference number.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

Alice Hadley

Connect on LinkedIn