Financial Adviser (IFA)

Location: Bristol (Hybrid) Employment Type: Full-time Salary: £50,000 – £60,000 base (DOE) + Competitive Bonus Structure

About the Role

Are you a driven and strategic Financial Advisor (IFA) ready to take ownership of your client base and help shape the future of a growing firm? Our client is seeking a Level 4 qualified adviser to join their team in Bristol. This is a unique opportunity to assess the current business, attract new clients, and lead growth initiatives. Ideally you will be an IFA who has a blend of technical qualifications, interpersonal strengths, and business acumen.

Key Responsibilities

• · Review and optimise the existing client book and business processes.

• · Identify and implement opportunities for business growth.

• · Develop strategies to attract and retain new clients.

• · Provide holistic financial advice across pensions, investments, protection, and tax planning.

• · Build and maintain strong client relationships.

• · Work collaboratively with paraplanners and administrators to ensure high-quality service delivery.

Candidate Requirements

• · Proven experience in financial advice and client relationship management.

• · Level 4 qualified (DipPFS or equivalent); working towards Chartered status preferred.

• · Proficient in Intelliflo Office or similar CRM systems.

• · Commercially minded with a passion for business development.

• · Strong understanding of FCA regulations and compliance.

• · Excellent communication and interpersonal skills.

• · Self-motivated, proactive, and growth-oriented.

What’s on Offer

• · Supportive team and leadership.

• · Flexible working arrangements.

• · Access to high-quality leads and marketing support.

• · Career progression opportunities and support for further qualifications.

• · A chance to make a meaningful impact on the direction of the business.