/Desk-Based Advisor

Desk-Based Advisor

Bristol, England, GBRemotegbvia direct
// Job Type
Full Time
// Salary
GBP 60,000 - 65,000/year
// Salary Range
60,000–65,000 GBP / year
// Posted
1 month ago
// Seniority
mid
// Work Mode
hybrid

About the Role

I'm currently representing a leading independent financial planning firm who are looking to welcome an experience Financial Advisor into their team in Bristol. We're looking for a self-motivated Financial Adviser with a passion for the industry to join their growing team in Bristol. You'll benefit from inheriting a book of clients and enjoy the autonomy of flexible working. Candidates will need to reside local to Bristol for this opportunity. What We're Looking For Level 4 qualified Financial Adviser (minimum) Experienced as a Financial Advisor A strong communicator with a client-first, tech-forward mindset Ideally, experience or network in the medical sector Highly self-driven and comfortable in a hybrid working model What They Offer Established portfolio of loyal, high-value clients 28 days of annual leave plus bank holidays Bonus structure above industry standards Flexible hybrid working model with regional support A growth-oriented environment led by a progressive leadership team Reach out in confidence to Samantha.durbridge@idexconsulting.com Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Tech Stack

financial planningclient relationship managementcommunicationtechnologyfinancial advisory

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