A well-established leading wealth management and financial planning firms is looking to appoint an experienced Financial Advisor to join its Bristol team. This is a fantastic opportunity for a qualified Advisor who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business. You''ll manage existing client relationships, conduct annual reviews, identify new opportunities and contribute to new business growth. You''ll be supported by Paraplanners, Administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes. The firm was recognised by Investors'' Chronicle as a 5-star Wealth Manager. What They''re Looking ForLevel 4 diploma (ideally working towards Chartered)CAS + current SPSStrong experience delivering holistic adviceComfortable using cashflow modelling toolsCommercially minded with a proactive approach to business developmentExcellent communicator with strong report-writing skillsThose who are excellent at business developmentPackageGenerous bonus structurePrivate medical insuranceHealth cash planGroup life coverGroup income protection30 days annual leave8% employer pension contributionIf you''re an ambitious, client-centric Advisor who wants to combine quality advice with genuine growth opportunity in the South West, I''d love to have a confidential conversation. Message me directly or email to find out more - Visit the IDEX Consulting Ltd website for further