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Financial Planner

Elite Recruitment Limited
Posted 21 hours ago, valid for 4 days
Location

Bristol, City of Bristol BS6 5EX

Contract type

Full Time

Retirement Plan

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

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  • This job opportunity is for a Financial Planner at an award-winning, B Corp-certified firm focused on helping clients create extraordinary lives.
  • The position offers a competitive salary ranging from £56,000 to £70,000 per year, along with an annual profit share that starts at 10% and increases to 30% after three years.
  • Candidates should have at least 5 years of experience in financial advice and hold a Level 4 CII Regulated Diploma in Financial Planning while working toward Chartered Status.
  • The firm promotes a collaborative culture, employee ownership, and provides a range of benefits including a 7% non-contributory pension scheme and comprehensive health coverage.
  • This role is ideal for those who thrive in a supportive environment and align with the firm's values of integrity and purpose-driven work.

This is an opportunity for a Financial Planner to join an award-winning, B Corp-certified firm that is dedicated to helping clients create extraordinary lives, not just accumulate wealth. The team is guided by the principle: "Would you advise your mum to do that?"

Why Join This Team?

What sets this firm apart:

  • A Collaborative and Empowering Culture: The team is warm, welcoming, and fosters trust, pride, and ownership in every Financial Planner's work.
  • Purpose-Driven Work: They take pride in helping clients achieve their dreams while making a meaningful impact on the world.
  • Employee Ownership: As co-owners of the business, every team member has a voice and shares in the profits, creating a true sense of pride and involvement.
  • Work-Life Balance: With flexible working arrangements, full home-office setups, and enhanced family support (including full paternity pay and enhanced maternity pay), employees are supported in balancing personal and professional commitments.

About the Role

The Financial Planner will join a growing team, taking over some existing clients while also building a client base through business development and company-provided leads.

The role includes comprehensive support from a team of advisers, paraplanners, administrators, and client relationship managers. The successful Financial Planner will also contribute to the ongoing evolution of the firm’s advice and investment proposition.

What’s in it for the Candidate?

  • Competitive Salary: £56 -£70K per year,
  • Plus: Annual profit share of 10%, increasing to 30% after 3 years.
  • Generous Pension: 7% non-contributory pension scheme.
  • Profit Sharing: All employees share in the firm’s success.
  • Comprehensive Benefits:
  • Death-in-service cover at 6x annual salary.
  • Private medical insurance.
  • Health club cashback.
  • Full sick pay for up to 6 months.
  • Time to Recharge: 25+ days of holiday, increasing with service, plus statutory holidays.

Ideal Candidate Profile

Essential Qualifications:

  • Level 4 CII Regulated Diploma in Financial Planning and working toward Chartered Status.
  • Strong understanding of regulations in financial advice.
  • Based in Bristol with the ability to grow a network.

Preferred Skills and Experience:

  • At least 5 years of experience in financial advice.
  • Excellent communication, organisational, and problem-solving abilities.
  • A creative, proactive team player who thrives on collaboration.
  • Alignment with the firm’s values of integrity, balance, and advising as one would for their mum.

This is an exceptional chance for a Financial Planner to make a meaningful impact—for clients, the community, and themselves. If you’re an experienced Financial Planner ready to take the next step in your career, this opportunity is tailored for you!

Apply now in a few quick clicks

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.