Desk Based Financial Adviser - Bristol

Career
You would currently be in a similar role and comfortable with providing desk based advice.

You will help shape the financial futures of clients with assets up to £250,000. This is an exciting opportunity to build lasting relationships, deliver high quality advice, and grow your career in a supportive, regulated environment.

About the Role
You will be joining a growing, integral team and will be involved in giving advice virtually. As an ambitious adviser, you will work directly with clients, providing advice on investments, pensions, and protection. This is a fantastic opportunity for someone who wants to be a key element in developing a major service offering for the company, on the desk-based team.

Accountabilities

• Manage and grow a portfolio of clients


• Deliver personalised financial advice across key areas including investments, pensions, and protection.


• Build strong, trust-based relationships with clients, generating new business and referrals.


• Maintain high compliance standards in line with FCA regulations.


• Work collaboratively with internal teams to ensure seamless client service.

Skills and Experience

• Diploma in Financial Planning (Level 4 or equivalent qualification).


• Previous experience as a Financial Adviser or providing virtual or desk-based financial advice.


• Strong interpersonal skills with the ability to build rapport remotely.


• Passionate about helping clients achieve their financial goals.

Benefits

• Pension - 6% employer and 3% employee


• 26 days holiday plus bank holidays


• Private medical insurance


• 4 x Life Assurance


• Group income protection


• Working anywhere for up to 4 weeks

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.