Home
Bristol
Financial planner
Financial Planner

Financial Planner

Ashley Rees Associates

Posted 8 hours ago, valid for 21 days

Bristol, City of Bristol BS1 6WS, England

£50,000 - £70,000 per annum

Full Time

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

Our client in central Bristol is seeking a Financial Planner to join their growing team.
The role involves managing existing clients while also focusing on generating new business and networking.
Candidates should be qualified to level 4 CII Regulated Diploma in Financial Planning and ideally working towards level 6 qualifications for Chartered Status.
A good understanding of regulations and requirements in a Financial Advice business is essential, with new business generation being a key responsibility.
The position offers a competitive salary, and applicants should have relevant experience in financial planning.

Our client based in central Bristol requires a Financial Planner to join their expanding team. The role will include taking over some existing clients however there will be a considerable focus on generating new business and networking

Qualified to level 4 CII Regulated Diploma in Financial Planning
Working towards level 6 qualifications and are progressing towards Chartered Status
Good understanding of the regulations and requirements in a Financial Advice business
New business generation required

Company generated leads will be provided but there will be a focus on growth.

You will have a team to support you, including other advisers, paraplanning services, administrators and a client relationship manager. Working closely with all members of the team who will assist with the client journey.

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.