Financial Adviser - #2156622

Recruit UK


Date: 2 weeks ago
City: Bristol
Salary: £65,000 - £75,000 / year
Contract type: Full time
Recruit UK

Job Title: Financial Adviser

Industry: Financial Services

Location: Bristol

Salary: Up to £75,000 + Bonus

Job Ref:10479


Job Description:

An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Bristol.

This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients. You’ll have access to the infrastructure, support, and systems needed to focus on providing first-class client outcomes. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams.

This is a growth-led position, sourcing new HNW client enquiries and utilising established introducer networks. You’ll focus on developing and managing a client bank, with full support provided at every stage of the advice process.

You’ll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients, colleagues, and the community. Advisers benefit from a strong compliance framework, modern technology, and robust marketing support that makes growing your client base both efficient and sustainable.


Your responsibilities include:

  • Providing fully independent financial advice and personalised recommendations
  • Managing, developing, and retaining a portfolio of clients
  • Collaborating closely with internal support teams to deliver exceptional service
  • Working flexibly across home and local office environments to best meet client needs


What’s in it for you:

  • Competitive starting salary up to £75,000 basic
  • Highly achievable validation
  • Attractive bonus scheme
  • New business driven, able to utilise network and company support to generate client
  • Excellent benefits package, including:
  • Salary sacrifice options on Private Medical Insurance (PMI)
  • Death in Service (DIS)
  • 25 days holiday + BH and Pension
  • Study and professional development support
  • Paraplanning, Compliance, and Admin support
  • Hybrid and flexible working options – home and office-based balance


Skills and experience required

  • Diploma (Dip PFS) or equivalent Level 4 qualification (minimum)
  • At least 1 year’s experience in providing financial advice
  • Proven ability to build and maintain trusted client relationships
  • A proactive, client-focused approach with strong communication skills


This is a fantastic opportunity to join a forward-thinking firm that truly values its advisers and invests in their success. If you’re passionate about delivering high-quality financial advice and want to work in a culture that rewards integrity and results, we encourage you to get in touch today.

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