Home
Bristol
Financial planner
Financial Planner - Could consider Client facing Paraplanner

Financial Planner - Could consider Client facing Paraplanner

Resource Matters Ltd

Posted 7 days ago, valid for 11 days

Bristol, City of Bristol BS6 5EX

£40,000 - £48,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A well-known Accountancy firm is seeking a Financial Planner for their Wealth Division, offering a salary of up to £60k plus a package.
The position is open to either a Technical Advisor or a Client-facing Paraplanner, reflecting the firm's growth and expansion plans.
The role involves providing full financial planning advice to business owners and private clients, including running pensions clinics and promoting financial education.
Candidates must be Level 4 qualified with a Diploma in Financial Planning and possess a genuine desire to deliver high-quality advice and service.
The ideal applicant should have excellent communication skills and a strong knowledge of investments, tax planning, and Defined Contribution pensions, with no specific year of experience required.

Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation

The company would consider a Technical Advisor or Client facing Paraplanner

Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region. You will provide full financial planning advice to business owners and private clients including running pensions clinics & promoting financial education.

The Financial Planner role comes with full client support, full admin & Paraplanning support and it's a superb opportunity to develop your career.

Your Qualifications for the Financial Planning role:

Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Genuine desire to provide a high standard of advice and service to clients
You are articulate with excellent communication skills.
Good knowledge of Investments, tax planning and Defined Contribution pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Apply now in a few quick clicks