Financial adviser Work, Jobs in Baltonsborough, Som (with Salaries)

Financial Planning Associate - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
9d
Contract Paralegal - Financial Disputes
TLT —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
9d
Portfolio Manager
Atomos —Bristol
- Hybrid work
Financial Services (Regulatory) Associate Director
Osborne Clarke —Bristol
- Financial services
10d
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
1d
Financial Planner
Partnership Recruitment —Shipham
4d
People Business Partner
Wealthtime —Bath
- Full-time
- Hybrid work
- Management
- Financial services
Consultant Health Protection
UK Health Security Agency —Bristol
- £94,356 - £145,478 a year
- Part-time
- Hybrid work
- Management
- Computer literacy
- Analysis skills
20h
Reward & People MI Specialist
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
Insurance Adviser
Benefact Group —Taunton
- From £28,000 a year
- Full-time
- Time management
- Annual leave
- Sick pay
9d
Associate - Professional & Financial Risks
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Organisational skills
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
Proposition Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Product management
- Financial services
2d
Audit Experience Programme - Bristol - October 2026
RSM UK —Bristol
- Full-time
Internal Audit Senior Consultant (Evergreen)
RSM UK —Bristol
- Full-time
- Hybrid work
- Leadership
Finance Administration Assistant
TLT —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
Junior Accounting Analyst
TLT —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
10d
Corporate Tax Associate
RSM UK —Bristol
- Full-time
- Tax experience
Director – Project Management - Global VAT Compliance & Reporting (GVCR)
RSM UK —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Project management
Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
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Financial Planning Associate - Bristol

Atomos -
Bristol

Apply Now

Job details

9 days ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Microsoft Excel
Organisational skills
Communication skills
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, South West, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

financial adviser jobs in baltonsborough, som

Financial Planning Associate - Bristol

Contract Paralegal - Financial Disputes

Portfolio Manager

Financial Services (Regulatory) Associate Director

Paraplanner

Financial Planner

People Business Partner

Consultant Health Protection

Reward & People MI Specialist

Insurance Adviser

Associate - Professional & Financial Risks

Associate Director Financial Planning

Proposition Manager

Audit Experience Programme - Bristol - October 2026

Internal Audit Senior Consultant (Evergreen)

Finance Administration Assistant

Junior Accounting Analyst

Corporate Tax Associate

Director – Project Management - Global VAT Compliance & Reporting (GVCR)

Tax Advisor – Rural Succession & Advisory

I want to receive the latest job alerts for financial adviser in baltonsborough, som

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