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Financial planner
Financial Advisor

Financial Advisor

tPS Recruitment

Posted a day ago, valid for 6 days

Bristol, City of Bristol BS6 5EX

£39 - £56 per hour

Full Time

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Sonic Summary

The role is for a Financial Planner at an award-winning firm focused on helping clients accumulate life, not just wealth.
Candidates must have a minimum of 5 years of experience in a Financial Advice business and be progressing towards Chartered status.
The position involves managing existing review clients while also building new business and collaborating with a dedicated team.
The annual salary for this role ranges from £39,000 to £56,000, along with additional benefits such as profit sharing and a pension plan.
The firm promotes a warm and welcoming environment, emphasizing employee ownership and social impact.

Exisiting client bank and support to grow bank of clients
Chartered Status ofrworking towards
Delivering hgh quality of services

Opporunity to join an award-winning firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. They are an employee-owned firm and a certified B Corp, caring deeply about their social impact and the environment.Outline of the Role

Take on existing review clients while focusing on building new business to expand your client bank
Work with a dedicated team for client support and collaborate on the continuous development of advice and investment proposition
Network and generate new business while upholding our company values of Integrity

Financial Planner Requirements:

Qualified to level 4 CII Regulated Diploma in Financial Planning
Progressing towards Chartered status and have a good understanding of financial advice regulations
Based in Bristol and willing to network and generate new business
Minimum 5 years experience in a Financial Advice business with exceptional organisational and planning skills
Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
Experience in the financial advice process and a passion for collaboration and interaction with others

Benefits

Annual salary – £39-56K plus benefits
Employee Ownership Trust profit share
DIS, Pension and PMI
Sick pay at full salary for 6 months
25 days holiday plus Bank Holidays.
Hybrid working

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