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Our client is seeking a Financial Planner to join their growing team.The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company. The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client relationship manager, to enhance the client experience and develop the companies advice and investment strategies.
Requirements:
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Essential:
- Level 4 CII Regulated Diploma in Financial Planning.
- Progressing towards Chartered status (started Level 6 qualifications).
- Strong understanding of financial regulations.
- Based in Bristol.
- Willingness to network and generate new business.
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Ideal:
- Minimum of 5 years’ experience in financial advice.
- Strong organizational, planning, and communication skills.
- Innovative and proactive mindset.
- Enjoys teamwork and collaboration.
- Aligns with company values of integrity and ethical advice.
Whats on offer?
- Annual salary - £39-56K plus benefits depending on experience
- Non-contributory pension scheme (7% of all earnings paid into pension scheme)
- Employee Ownership Trust profit share
- Death in Service cover of 6 x annual salary
- 25 days holiday, plus statutory holidays
- Private Medical Insurance
- Health Club cash-back
If of interest please contact me directly for a chat or please forward to colleagues if you know anyone who might be interested.
