Give us a call on 0117 379 0818

Financial Adviser, North Bristol (JR-844)

£41820 - £45000 OTE + benefits


Our client is an award-winning provider of Financial Advice to both Private and Corporate clients. 


The Role and its Responsibilities:

  • Provide presentations to employees of corporate clients
  • Employee benefit education and engagement for employees of corporate clients
  • Retirement planning for employees of corporate clients based around worksite sign ups and reviews using target funding attitude to investing techniques
  • Marketing the brand and process on a 1 to 1 basis
  • Generating leads from employees of corporate clients for the Financial Planning Team to act upon
  • Ongoing service, both on the phone and face to face, to employees of corporate clients

About You:

  • Self-motivated and a desire to improve skills through continual development and additional examinations
  • Pro-active mind set with the tenacity to accomplish targets and goals
  • Excellent presentation skills with the confidence to present to groups 
  • Technically strong knowledge of the Financial Services industry
  • High levels of integrity, professionalism and work ethic
  • Be qualified to Level 4 with the Diploma in Financial Planning
  • Knowledge of products and systems. Life, Pension and investment product regulations.
  • Good IT skills

The Package:

  • Competitive Salary
  • 3% matched Pension
  • 4 x Salary DIS
  • 2 x Salary Critical Illness
  • Medical Cash plan
  • 33 Days Holiday (including Bank Holidays)
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: