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Financial Planner

Financial Planner

Ashley Rees Associates

Posted a day ago, valid for 20 days

Bristol, City of Bristol BS6 5EX

Full Time

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

Our client in central Bristol is seeking a Financial Planner to enhance their expanding team.
The role involves managing existing clients while also focusing significantly on generating new business and networking.
Candidates should be qualified to level 4 CII Regulated Diploma in Financial Planning and 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 focus.
The position offers a competitive salary and candidates should have at least a few years of 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.

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