Independent Financial Adviser at Capio Recruitment
Bristol BS1, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

17 Jul, 25

Salary

80000.0

Posted On

17 Apr, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Lead Generation, Communication Skills, Investments, Protection, Cas, Financial Planning

Industry

Financial Services

Description

SALARY: £60,000 - £80,000 (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
Responsibilities

Please refer the Job description for details

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