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Our client is a national financial services provider currently undergoing a restructure and seeking a Senior Financial Adviser in Bristol. The role involves providing holistic financial planning advice to high-net-worth private clients. The business utilises both internal and external professional introducers, and this position includes an existing client bank. Responsibilities include servicing current clients as well as developing new business opportunities.
The role is primarily home-based, with office attendance required once a week, potentially more during the initial period.
Applicants should possess a full Financial Services Diploma Level 4 and ideally hold, or be working towards, chartered status. Relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector, along with a strong history of customer service, is essential.
This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package.
