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Financial planner
Financial Planner

Financial Planner

Resource Matters Ltd

Posted 7 days ago, valid for 12 days

Bristol, Somerset BS20 6LT

£40,000 - £48,000 per annum

Full Time

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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 requires a Level 4 qualification in Financial Planning and a minimum of two years of relevant experience.
The role involves providing financial planning advice to business owners and private clients, including running pensions clinics and promoting financial education.
Candidates should possess excellent communication skills, a genuine desire to provide high-quality service, and good knowledge of investments, tax planning, and Defined Contribution pensions.
This is an excellent opportunity for career development with full client and paraplanning support in a collaborative team environment.

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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