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Permanent

Financial Advisor

Bristol
money-bag 55000.00-55000.00 Annual
Posted 2 days ago

Financial Advisor Location: Bristol, remote/hybrid WorkingSalary: Basic Salary up to 65,000 DOE with a bonus scheme.Are you a Financial Advisor looking for you next new opportunity? Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor. Key Responsibilities required Financial Advisor:Assessing and identifying financial needs for HNW clientsConducting product researchImplementing money laundering processesProviding holistic financial planning servicesConducting lifestyle planning assessmentsPresenting financial recommendations to clientsConducting client financial reviewsKeeping up to date with regulatory changesNetworking with professional partnersContributing to marketing initiativesMaintaining an up-to-date Statement of Professional StandingParticipating in ongoing CPD activities Requirements for the Financial Advisor:Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.Experience in an authorised financial planning role with competent adviser statusStrong ambition and attention to detailExcellent communication and interpersonal skillsExperience in working with HNW clients. How to Apply:Please contact Marie McDermott on (phone number removed) or email to discuss this superb ..... full job details .....

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