Independent Financial Adviser
Capio Recruitment Financial Planning
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Independent Financial Adviser
16 April by Capio Recruitment Financial Planning
Capio Recruitment Financial Planning jobs

Job Title: Independent Financial Adviser
Location: Bristol
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

What’s on Offer:

  • Existing client bank to inherit
  • Ongoing lead generation
  • Full Paraplanning and administration support
  • Competitive basic salary with bonus structure
  • Companywide events and a collaborative team culture
  • Hybrid working options

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

Skills
  • Financial Planning
  • Wealth Management
  • Independent Financial Advice
Reference: 54854345
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