Associate Financial Adviser

Job Title: Associate Financial Adviser

Industry: Financial Planning

Location: Bristol

Salary: £35,000 - £50,000

Job reference: 9943

Job Description:

Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK's leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition.

They are seeking a confident, experienced professional to expand their Desk Based advice team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial adviser.

To be considered they're looking for someone with financial services experience and the Level 4 Diploma. Your experience will give you the fundamental skills to become a successful adviser with them. They have a clear and defined progression structure to allow you the opportunity to move into face to face advice in the future if you desired.

Duties will include:

• Provide telephone or video-based reviews and advice to clients.
• Contact referred clients within agreed Service Levels to arrange review appointments and deliver ongoing service commitments.
• Undertake suitability reviews to ensure client portfolios remain aligned with objectives, risk profile, and circumstances.
• Deliver compliant, personalised financial advice to meet identified client needs.
• Prepare compliant client communications and suitability reports.
• Maintain accurate and up-to-date client records on the firm's systems.
• Adhere to all regulatory requirements, internal compliance procedures, and advice processes.

Benefits:

• Salary up to £50,000
• Salary increases once CAS status is achieved
• Clients provided
• Excellent bonus structure
• Career progression framework
• Extensive benefits
• Comprehensive training

Skills and experience required:

• Level 4 Diploma in Financial Planning
• Experience within Financial Services
• Ability to communicate effectively over the phone
• Desire to become a Financial Planner
• Strong client management skills
• Exceptional communication skills
• Highly motivated with strong work ethic

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Associate Financial Planner role in Bristol.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.