Financial Advisor – Private Clients (Hybrid, Bristol)

About the role

This position is aimed at experienced financial advisers who enjoy working closely with private clients to help them achieve personal financial goals. The role is hybrid, based in Bristol, and offers a competitive salary with bonus potential.

Key responsibilities

• Provide holistic financial advice to private clients covering pensions, investments and protection.
• Convert new client opportunities and contribute to revenue growth.
• Maintain and develop long‑term relationships with individuals and families.
• Collaborate with the firm’s support and marketing teams to deliver independent advice.

Required profile

• Minimum three years’ experience as a financial adviser.
• Chartered status (or within six months of achieving it) through the CII.
• Proven ability to work with private clients and meet their financial goals.
• Commercially minded with a focus on business development.

Required skills

• Knowledge of pensions, investments and protection products.
• Understanding of regulatory requirements for independent advice.

What we offer

• Salary up to £90,000 per year, negotiable.
• Performance‑based bonus scheme.
• 26 days holiday (rising to 31 after five years) plus bank holidays.
• Generous employer pension contribution, death in service, income protection and private medical cover.
• Support for professional qualifications and business development.