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Financial planner
Financial Planner

Financial Planner

Resource Matters Ltd

Posted 7 days ago, valid for 12 days

Bristol, City of Bristol BS6 5EX

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

The job is for a Financial Planner at a well-known Accountancy firm with a salary of up to £60k plus a package.
The firm is experiencing significant growth and aims to expand its Wealth Division in the local region.
Responsibilities include providing financial planning advice to business owners and private clients, as well as promoting financial education.
Candidates must be Level 4 qualified in Financial Planning and possess strong communication skills and knowledge in investments, tax planning, and pensions.
The role offers full client and administrative support, making it a great opportunity for career development.

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

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

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