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Independent Financial Adviser
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Independent Financial Adviser
Employed or Self-Employed | Aztec West, Bristol | Full-Time or Part-Time
Salary depends on experience and level of existing client retention.
Are you a passionate, experienced Financial Adviser ready to take your career to the next level? Our client is a directly authorised, family-run IFA firm based in Aztec West, Bristol, seeking a dedicated professional to join their dynamic team.
With two seasoned advisers already in place, supported by an exceptional paraplanning and back-office team, they're committed to delivering excellence in financial planning. Now, they're looking for someone like you—someone who values integrity, builds lasting relationships, and brings a strong technical understanding of financial planning to the table.
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At this firm, you're not just another number. You will be part of a supportive, family-oriented environment where your success is a priority.
Are you the right person for the job?
- A minimum Level 4 qualification in financial planning
- A strong technical understanding of financial advice
- Honesty and integrity in every interaction
- Exceptional interpersonal skills to build trust and rapport with clients
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Your very own career expert that helps elevate your application to the next level.
What's on offer?
- Tailored splits between salary and fee share to suit your needs
- Access in-house model portfolios or whole-of-market bespoke investment options
- Paraplanning, administration, compliance, research, and IT support
- A dedicated desk, meeting space, and a parking spot
- Leads provided to help you grow your client base
- Choose between employed or self-employed arrangements, with options for full-time or part-time work
What's next?
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