Financial Adviser Bristol
My client is an established local IFA firm helping local retiree clients. They are based in the Bristol area, and they are experiencing fantastic growth. Their entrepreneurial Director, is a Chartered Financial Planner with over 20 years’ experience, and is currently seeking to take on a full-time financial adviser to work alongside them in servicing the firms ever-growing client bank.
The ideal candidate will be Level 4 qualified with 1 -2 years’ experience minimum experience as a Financial Adviser within a similar size IFA firm. As specialists in later life planning, they are looking for an adviser with a skill set and eventually qualifications required to provide the levels of service their clients expect.
You would be joining a small team, so the role would suit someone who is not averse to working in a small group, and who shares our same values and beliefs with family and community always being at the heart of everything they do.
Working towards chartered, LTC qualification and additional later life qualifications are desirable.