Financial Advisor

Role Overview

A national wealth management firm is seeking a Desk-based Financial Advisor to join their successful Bristol office. This position offers a chance to manage a mature client portfolio and engage with high-net-worth individuals in a desk-based environment.

Compensation and Progression

• Starting salary of A355,000, dependent on experience, with an attractive bonus scheme.
• Structured career path towards becoming a field-based advisor.

Work Schedule and Location

• Hybrid work model requiring presence at the Bristol office three days per week.

Benefits

• Inherit an established client book from a retiring advisor.
• 5% employer pension contribution.
• Death-in-service benefit equal to four times the salary.
• Private medical insurance through BUPA.
• Annual leave of 25 days plus bank holidays, increasing to 28 days after five years of service.

Candidate Requirements

• Possession of Level 4 financial advisor qualification and currently practicing.
• Highly motivated with ambition to advance.
• CAS qualification preferred but not mandatory.
• Ideally at least 12 months of professional financial advising experience.

Additional Information

This opportunity provides a clear advancement path within the financial advisory field and includes extensive support for career development.