Desk-Based Adviser - £30k-£40k - Bristol

£35,000 - £40,000 yearly
  • Recruit UK
  • Bristol, UK
  • 21/04/2021
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

• Please mention Financial Planning Jobs when applying for this role

Job Title: Associate Financial Adviser

Industry: Financial Planning

Location: Bristol

Salary: £30,000 – £40,000

Job Reference: 15246

Job Description:

Recruit UK is 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.

Recruit UK has an exciting opportunity to join a successful regional financial planning team of one of the UK leading financial service 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.

Mortgage advice/Personal banking/Desk-based investment servicing experience gives you the perfect fundamental skills to become a successful financial adviser, as much of the process, from the fact-find to delivery of the product is similar.



  • Salary up to £40,000
  • c£5k increase once CAS status is achieved
  • Client provided
  • Excellent bonus structure
  • Career progression framework
  • Extensive benefits
  • Comprehensive training


Skills and experience required:

  • Level 4 Diploma in Financial Planning
  • Ability to communicate effectively over the phone
  • Desire to become a Financial Planner
  • Strong client management skills
  • Exceptional communication skills
  • Highly motivated with the 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 is pleased to be working with a national IFA firm on an 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 job 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.