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Financial planner
Chartered Financial Planner

Chartered Financial Planner

Cooper Lomaz Recruitment

Posted 20 hours ago, valid for a day

Bristol, City of Bristol BS6 5EX

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

Cooper Lomaz is partnering with a Chartered Financial Planning organisation located in Bristol to find a Financial Planner or Adviser.
The ideal candidate should have a minimum of 12 months of experience in a similar role and be fully qualified, preferably with Chartered status or working towards it.
Excellent customer service skills and the ability to generate new business through networking are essential for this position.
The role offers a competitive salary along with benefits such as private medical insurance, flexible working, and a well-being program.
Candidates will join a friendly and supportive team in a family-focused business environment.

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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