wealth management advisor jobs in County Bristol

You will also be comfortable enhancing customer relationships with new opportunities and assisting with bids and presales where necessary.

You will have experience of working across system lifecycles and be capable of supporting clients through business-focused requirement specification and definition.

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

We are looking for a People Development Advisor for a leading professional services firm based in Bristol. The role While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required. This full-time role reports into both the Learning & Development Manager and Employee Relations Manager and the successful...

We are working with a leading national law firm to hire a Conflicts Advisor into their Risk and Compliance team in Bristol. In this role, you’ll be responsible for assessing whether the firm can accept new mandates in line with regulatory, legal, and internal standards, as well as reputational and commercial considerations. The firm is looking for an experienced compliance professional with at...

You will play a key role in ensuring customers receive a smooth, pro...

You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team.

Job Description Job Title: Sales Advisor Location: Pevensey, BN24 (Initial Assignment) Looking for a career where your ambition meets real opportunity? Join Persimmon Homes as a Sales Advisor and step into a role where your success is celebrated, your growth supported, and your work truly matters. Why Persimmon Homes? At Persimmon, we don't just build homes — we build careers. When you join...

A leading financial institution is seeking an experienced leader to drive the success of their West of England offices. This role involves setting strategic directions, fostering a people-centred culture, and ensuring business growth. The ideal candidate will have a strong track record in leadership within wealth management and the ability to navigate complex environments. This is a full-time...

A leading engineering consultancy in Bristol is looking for a technical specialist in its Energy Advisory team. Candidates should have a background in water sector energy projects, strong project management capabilities, and the ability to mentor colleagues. Responsibilities include leading technical delivery, engaging stakeholders, and delivering energy efficiency solutions. The company values...

A leading wealth management firm in the UK is seeking an Implementation Executive to lead adviser onboarding and training on their platform. The role requires experience in financial services and a confident approach to communication. Key responsibilities include supporting advisers during implementation, creating training materials, and ensuring customer success. This position offers a...

A leading law firm in the UK is looking for an experienced Associate/Senior Associate in Private Wealth to manage client relationships and deliver tailored legal solutions. The ideal candidate will have experience in private client law and demonstrate excellent communication skills. This role offers opportunities for personal and professional growth in a dynamic team environment, with hybrid...

Overview Tax Senior - Private Wealth - Bristol - 3+ Years PQE Location: Bristol Type of Role: Permanent, Full-time or Part-time (hybrid working available) Salary: £50,000 to £65,000 (depending on experience) A well established professional services firm is seeking a Tax Senior with a minimum of 3 years' experience in personal tax to join its respected Private Wealth team in Bristol. This is...

A leading wealth management firm in Bristol seeks a talented Financial Planner to deliver personalized financial planning and wealth management advice. The role involves building trusted relationships with clients, executing business plans, and ensuring accurate record-keeping. Ideal candidates will have a Level 4 or higher qualification and strong communication skills. The position offers a...

Private Wealth Associate London – Salary negotiable based on experience My client is a top 200 law firm, currently on the lookout for an experienced Private Client Associate to join their team in South West London Key Responsibilities: Manage your own caseload of diverse Private Wealth matters Build strong client relationships Support and mentor junior members of the department, including...

Job Title: Health and Safety Advisor/Manager Location: Avonmouth, Bristol Contract: Project-based We are seeking an experienced Health and Safety Advisor/Manager to join a key project in Avonmouth, Bristol. This position will involve overseeing safety measures for ongoing repair works on a construction site, ensuring that all activities are compliant with health and safety regulations.Key...

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead...

You will collaborate with multi-disciplinary teams, adapting to various roles within client projects. This is an excellent opportunity to broaden your expertise or specialise further, with Logiq’s support for your professional growth. Proven experience (3+ years) in business optimisation, transformation, or change management roles, such as Business Analyst or Product Owner/Manager.

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading...

A professional services firm in Bristol is seeking a Tax Senior with at least 3 years of experience in personal tax. This pivotal role includes managing a portfolio of tax work, preparing self-assessment tax returns, and ensuring compliance with tax laws. Ideal candidates will possess strong skills in MS Office and communication. The firm promotes a supportive, hybrid working environment that...

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading...