I'm currently partnering with a leading wealth management firm who require a Financial Planner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.
With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.
Requirements:
1. Minimum Diploma-qualified / Chartered desired
2. Experience of giving regulated advice and ideally CAS / SPS
3. Be able to demonstrate strong client service skills
4. Need to be passionate, proactive, and be able to self-motivate
Perks:
1. 30 days annual leave plus bank holidays
2. Discretionary bonus
3. Flexible and hybrid working - Bristol
4. Private medical insurance
5. Health-care cash plan
6. Study support to develop and progress
The successful candidate will need to be local to Bristol and be Level 4 Diploma qualified, with a preference for Chartered.
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com
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