Average Financial Manager salary in Bristol

Job Title: Independent Financial AdviserLocation: BristolSalary: £60,000 - £80,000 (Depending on Experience) This is a fantastic opportunity to join a fast-paced and client-focused Independent Financial Advice firm based in the heart of Bristol. They are looking for an experienced Financial Adviser to join their friendly and driven team. This is a rare chance to step into a well-supported role, inheriting a strong and loyal client bank, with ongoing lead generation from other areas of the business. The firm prides itself on delivering a high-quality, personalised advice service, and they’re looking for someone who shares their client-first approach. You’ll benefit from full Paraplanning and administrative support, allowing you to focus on what you do best — building relationships and delivering expert financial advice. The Required Skills: Level 4 Diploma qualified in Financial Planning & CASExperience providing holistic financial advice across investments, pensions, and protectionProven ability to build and maintain client relationshipsComfortable working in a fast-paced, dynamic environmentStrong communication skills and a genuine passion for helping clients achieve their goalsAble to work both independently and collaboratively with internal teams What’s on Offer: Existing client bank to inheritOngoing lead generationFull Paraplanning and administration supportCompetitive basic salary with bonus structureCompanywide events and a collaborative team cultureHybrid working options To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

Risk Officer - this is a 50/50 split of Work from home and in office . Our client based in Bristol at Emersons Green near the junction of the M4 and M32 ( so commutable from Bristol ,Bath ,Chippenham ) are experts in the compliance industry; focussing mainly on the Motor Trade and Travel . They have one of the UK's largest regulatory networks with many retail sites across the UK benefiting from a range of Finance and Insurance services. By providing Appointed Representative status, they shoulder the burden of compliance ( of being Directly Authorised by the Financial Conduct Authority (FCA) ) so their customers can concentrate on running their day to day businesses Critical Competencies: 2 years’ experience of working within a Risk or Compliance role.Adhere to the ethos of Treating Customers Fairly (TCF) in all work activity.Completion of the companies Compliance Training program.Good investigative and analytical skills including the ability to analyse processes and procedures against requirements and desired outcomes.Ability to be able to critically review, and make judgements on, the compliance of written and oral communications against defined criteria.Good organisational skills and ability to proactively manage workload.Good written, oral communication and presentation skills. Desirable Skills and Experience: Experience of a retail insurance environment.Experience of working with/for finance providers.Experience of working within a risk related role.Understanding of the Motor and Travel industry sectors.Understanding of how to use the FCA Handbook, and knowledge of the FCA requirements DISP, PRIN, SYSC, ICOBS, SUP and CONC.Excellent computer skills.Being able to work as part of a team. The company operates a three lines of defence model of risk management. The Risk function acts as the second line of defence, ensuring that the first line controls are effective. The Risk function is also responsible for completing 2nd line reviews on other business departments that focus on the risk of customer detriment, managing the incidents and breaches process, horizon scanning, controlling the network risk assessment, overseeing the network member onboarding process and handling regulated complaints. Key Deliverables: Managerial Support: Incidents: Complaint Handling: Second Line Reviews: Onboarding of new Network Members Thematic Reviews: Horizon Scanning: Network Risk Assessment Standard Operating Procedures Control Environment: Training and development We pride ourselves on offering continuous training & development along with career progression opportunities for all employees. Appropriate training will be provided as the role demands ensuring the individual is set-up for success. A Truly Diverse Place to Work The company celebrates the diversity of our people and we welcome applications from everyone. We believe that having a culture of inclusion is essential in delivering good results. Attracting, retaining, and developing a diverse workforce where employees feel valued, respected and empowered allows people to reach their full potential. As a business this diversity helps us to better reflect and understand our customers’ needs to allow us to drive better outcomes. As an organisation, we respect and adheres to Equal Opportunities legislation and the Equality Act 2010.

- Regional Manager - Financial Advice - South West - Strong Package on Offer Our client is a leading national IFA firm committed to delivering client-focused, independent financial advice. With a strong reputation for integrity, professionalism, and client service, they are looking to appoint an experienced and dynamic Regional Manager to lead and develop a team of Financial Advisers. As Regional Manager, you will play a key leadership role within their firm, ensuring that their advisers are supported, compliant, productive, and aligned with the company values and objectives. Role & Responsibilities: Lead, coach, and develop a team of Financial Advisers across the region to meet individual and team performance targetsSupport advisers in achieving high standards of client care, compliance, and business growthDeliver strategic initiatives at a regional level to support national business goalsRecruit and onboard new advisers to grow your team in line with company expansion plansConduct regular performance reviews, field visits, and ensure adherence to FCA regulations and internal compliance standardsCollaborate with internal stakeholders including Compliance, Operations, and Marketing to support adviser successIdentify and implement regional opportunities for growth and improved efficiency Do you have the following to apply? Proven experience in a leadership role within a financial advice or wealth management environmentExcellent understanding of FCA regulations and the advice processLevel 4 Diploma in Financial Planning (DipPFS or equivalent) - essential Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.