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I'm currently partnering with a leading wealth management firm who require a Financial Planner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.Requirements:
- Minimum Diploma-qualified / Chartered desired
- Experience of giving regulated advice and ideally CAS / SPS
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive, and be able to self-motivate
Perks:
- 30 days annual leave plus bank holidays
- Discretionary bonus
- Flexible and hybrid working - Bristol
- Private medical insurance
- Health-care cash plan
- Study support to develop and progress
The successful candidate will need to be local to Bristol and be Level 4 Diploma qualified, with a preference for Chartered.If this role sounds like it could be for you, and you would like some more information please send your CV to
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