I’m representing a leading wealth management business who are looking to appoint a Desk-Based Advice Manager within their Bristol team.
Given the nature of the role, the business is open to candidates with a background in financial services management, and are therefore even happy to consider those currently operating as a Paraplanning Manager, wanting a step up.

This firm is a well-established, Bristol-based financial planning and wealth management business with a strong growth story and a genuinely client-first culture. Part of the wider group, they advise over 13,000 clients and manage £3bn+ in assets, giving them solid scale without losing that boutique feel.

What makes them stand out is their blend of in-house capability and tech - including their own investment platform so advisers have more control, flexibility, and support when delivering tailored solutions.

They’ve been expanding rapidly through acquisitions, but with a clear focus on maintaining client relationships and supporting advisers rather than disrupting them. This role will see you being responsible for the telephone based team that provide desk based advice and support to private and corporate clients.

This is a hybrid/ flexible role - ideally 2-3 days per week in their office in Bristol.

Responsibilities:
*To lead and develop members of the desk-based team - roughly 8 people, however the team has plans to grow
*Take responsibility for the achievement of sales and service standards
*To provide operational input and expertise into complex matters or projects as required
*Provide support to the Chief Commercial Officer, the Heads of Channel, other Senior Management, and the wider management team as required
*Coach, develop and lead the individual members
*Perform One to Ones and annual reviews
*Check the work of team members and providing suitable feedback including call monitoring as appropriate
*Provide both advice and guidance direct to members
*Outbound telephone activity to existing and potential new clients
For you to be a successful candidate:
*Level 4 Qualified
*Knowledge of the financial planning market including products and services
*Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role
*Experience in an IFA/Wealth Management environment
If this sounds of interest, please reach out to for more information.







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