Independent Financial Advisor - #1676792
Capio Recruitment
Job Title: Independent Financial Adviser
Location: Bristol
Salary: £60,000+ (Depending on Experience)
This is a fantastic opportunity to join a fast-paced and client-focused Independent Financial Advice firm based in the heart of Bristol.
They are looking for an experienced Financial Adviser to join their friendly and driven team. This is a rare chance to step into a well-supported role, inheriting a strong and loyal client bank, with ongoing lead generation from other areas of the business.
The firm prides itself on delivering a high-quality, personalised advice service, and they’re looking for someone who shares their client-first approach.
You’ll benefit from full Paraplanning and administrative support, allowing you to focus on what you do best — building relationships and delivering expert financial advice.
The Required Skills:
- Level 4 Diploma qualified in Financial Planning & CAS
- Experience providing holistic financial advice across investments, pensions, and protection
- Proven ability to build and maintain client relationships
- Comfortable working in a fast-paced, dynamic environment
- Strong communication skills and a genuine passion for helping clients achieve their goals
- Able to work both independently and collaboratively with internal teams
What’s on Offer:
- Existing client bank to inherit
- Ongoing lead generation
- Full Paraplanning and administration support
- Competitive basic salary with bonus structure
- Companywide events and a collaborative team culture
- Hybrid working options
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
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