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Chartered Financial Planner

Chartered Financial Planner

Cooper Lomaz Recruitment Ltd

Posted 25 days ago, valid for 7 days

Bristol, City of Bristol BS1 6WS, England

£48,000 - £57,600 per annum

Full Time

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Sonic Summary

Cooper Lomaz is seeking an experienced Financial Planner or Adviser for a Chartered Financial Planning organisation in Bristol.
The role requires at least 12 months of experience in a similar position and a fully qualified candidate, preferably with Chartered status or working towards it.
The successful candidate will need to excel in customer service and be proactive in generating new business through networking and leads provided.
In return, the company offers a competitive salary along with benefits such as private medical insurance and a well-being program.
The position promises a friendly and supportive team environment with flexible working options.

Cooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team.

This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate must also be able to generate new business, leads will be provided but business development and networking will be an important part of the position.

The successful candidate will have:

At least 12 months working as a Financial Planner/ Adviser
Fully qualified
Ideally Chartered status or working towards this

In return our client can offer:

Competitive salary
Private medical insurance
Flexible working
Well being program
Death in service
Friendly and supportive team

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