- Exisiting client bank and support to grow bank of clients
- Chartered Status or working towards
- Delivering hgh quality of services
Opportunity to join an award-winning firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. They are an employee-owned firm and a certified B Corp, caring deeply about their social impact and the environment.
Outline of the Role - Take on existing review clients while focusing on building new business to expand your client bank
- Work with a dedicated team for client support and collaborate on the continuous development of advice and investment proposition
- Network and generate new business while upholding our company values of Integrity
Financial Planner Requirements: - Qualified to level 4 CII Regulated Diploma in Financial Planning
- Progressing towards Chartered status and have a good understanding of financial advice regulations
- Based in Bristol and willing to network and generate new business
- Minimum 5 years experience in a Financial Advice business with exceptional organisational and planning skills
- Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
- Experience in the financial advice process and a passion for collaboration and interaction with others
Benefits - Annual salary - £39-56K plus benefits
- Employee Ownership Trust profit share
- DIS, Pension and PMI
- Sick pay at full salary for 6 months
- 25 days holiday plus Bank Holidays.
- Hybrid working
