Employed Financial Advisor job in Bristol - exisiting clients ready for you

The Specialists in Financial Services Recruitment

Job Details

Independent Financial Advisor Financial Advisor
Reference ID: 121
  • Salary/OTESalary of £50,000 plus company benefits and bonus
  • Vacancy LocationBristol
  • RemunerationEmployed
  • RegionSouth West
Job description

Are you an experienced Independent Financial Advisor looking to takeover an existing client bank with long term opportunities of share options and potential to step into management?

The Company

Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has secured industry experienced, investor backing, to undertake rapid growth. This presents an excellent opportunity for an experienced Independent Financial Advisor to have a beneficial career with our client, over both the short and long term! Read more to see how this role could be attractive to you…

Independent Financial Advisor - Clients and business opportunities 

You will be provided with an existing client bank with circa £10m FuM, following the business purchasing the clients from retiring IFAs. Therefore, you will be undertaking the ongoing servicing of their financial planning reviews; plus have excellent opportunity to identify new business and obtain referrals. As part of your role as an Independent Financial Advisor, you will also have time within your working week to focus on generating new prospects (Managing Partner of the firm will be able to provide excellent guidance and advice on different methods to utilise).

Long term benefit of being an Independent Financial Advisor 

As our client are ready to undertake rapid growth; by joining them now you will be in a prime position to be part of their journey. This could include opportunity to have part / full management responsibilities and / or share options.

Requirements to be considered for an Independent Financial Advisor 

They are seeking an experienced Independent Financial Advisor, qualified to minimum Level 4 Diploma level (ideally on route / desire to become Chartered). You should possess excellent relationship building skills and ability to identify / source new business.


  • Salary of circa £50,000 dependent upon experience, plus excellent bonus percentage paid after 2 times salary validation
  • Mileage reimbursement for meeting clients
  • 25 days holiday plus bank holidays
  • Auto-enrolment pension and share options after probation period
  • Back office support provided with paraplanning available.
  • Office based role when not out seeing clients
  • Flexible working hours to meet the needs of your clients



Call us now on 0208 0044 154 or click Apply

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