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Financial planner
Financial Planner

Financial Planner

Fram Search

Posted 10 hours ago, valid for a month

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

This hybrid Financial Planner position offers a competitive salary plus bonus opportunities.
Candidates should have a minimum of Level 4 qualifications and experience in financial planning.
The firm provides exceptional training and support for building a client book without requiring advisers to bring their own clients.
Successful applicants will need a business development mindset and a commitment to delivering excellent service to clients.
This role is ideal for ambitious individuals looking to accelerate their earnings and career development in a supportive environment.

Hybrid
Competitve Salary + Bonus
Career Development

Are you a driven Financial Planner looking for a fresh opportunity? Perhaps you're currently in a bank or a restricted advisory role and feel your career progression has stalled, or your earning potential is capped. We are working with a growing financial planning firm that offers exceptional training and the chance to accelerate both your earnings and career development. Unlike many firms, they do not require advisers to bring a client book, but they are looking for individuals who are open to coaching and eager to develop their skills. This role involves working with private clients across a full spectrum of financial planning services. The firm will provide clients, support you in building your book, and offer a steady stream of high-quality leads. However, success in this role requires a business development mindset—someone who is confident in winning new business and committed to delivering first-class service to existing clients. We are keen to hear from qualified Financial Advisers. Level 4 applicants are welcome, though those with higher qualifications will be at an advantage. You should have a track record of retaining and developing client relationships, even if your experience is still growing. This is a fantastic opportunity to join a forward-thinking firm that truly invests in its advisers. If you are ambitious, eager to learn, and ready to take your career to the next level, we would love to hear from you.

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