IDEX Consulting Ltd
Senior Financial Advisor
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Financial Adviser | Bristol/Hybrid | £100,000 + bonus
A well-established leading wealth management and financial planning firm is looking to appoint an experienced Financial Adviser to join its Bristol team. This is a fantastic opportunity for a qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business.
- You’ll manage existing client relationships
- Conduct annual reviews
- Identify new opportunities
- Contribute to new business growth
You’ll be supported by paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes. The firm was recognised by Investors’ Chronicle as a 5-star wealth manager.
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What They’re Looking For
- Level 4 Diploma (ideally working towards Chartered)
- CAS + current SPS
- Strong experience delivering holistic advice
- Comfortable using cashflow modelling tools
- Commercially minded with a proactive approach to business development
- Excellent communicator with strong report-writing skills
- Those who are excellent at business development
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Package
- Generous bonus structure
- Private medical insurance
- Health cash plan
- Group life cover
- Group income protection
- 30 days annual leave
- 8% employer pension contribution
If you’re an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, I’d love to have a confidential conversation. Message me directly or email to find out more - Samantha.durbridge@idexconsulting.com
Financial Adviser | Bristol/Hybrid | £100,000 + bonus
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