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Holistic Wealth Advisor
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-03-05
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm based in Bristol seeks an experienced Financial Advisor to deliver holistic financial planning. This role involves managing client relationships and driving new business growth, supported by a team of specialists. Ideal candidates will possess a Level 4 diploma and a strong background in business development. The position offers a range of benefits including a generous bonus structure, private medical insurance, and 30 days annual leave.
This is a fantastic opportunity for those looking to make a meaningful impact in financial advisory.
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