Financial Adviser - Bristol, United Kingdom - enable Recruitment

enable Recruitment
enable Recruitment
Verified Company
Bristol, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

- Exceptional local client base - all clients provided

- Benefit from exceptional training and qualification support

- Work for a well-known later-life financial advice firm
Enable recruitment are partnered with an independent financial and legal advice firm in Bristol.

They are now looking to expand by bringing on a new Financial Adviser to work with their extensive local client base.

This is a perfect opportunity for a FinancialAdviser who is interested in providing excellent later life advice.

What you'll be doing

  • Providing first class advice and services to later life clients
  • Offering Independent Financial Advice to prospective and existing private wealth clients
  • Presenting recommendations to clients in an engaging manner to gain commitment
  • Ensuring all client agreements are up to date
  • Providing an excellent client service ensuring the needs of the client are always met

What you'll need to apply

  • 1 2 years' experience minimum experience as a Financial Adviser


  • Level 4 qualified

  • Diploma in Financial Planning
  • Previous experience working for an IFA firm
  • Strong understanding of Investments, tax planning and pensions.
  • Experience using Intelliflo database

What you'll get in return for your talents.

  • A competitive salary dependent on experience
  • Bonus structure
  • 23 days holiday + bank holidays
  • Excellent pension scheme
  • A friendly and supportive team, enjoying regular team activities
**What next
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