Cooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team.
This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate must also be able to generate new business, leads will be provided but business development and networking will be an important part of the position.
The successful candidate will have:
At least 12 months working as a Financial Planner/ Adviser
Fully qualified
Ideally Chartered status or working towards thisIn return our client can offer:
Competitive salary
Private medical insurance
Flexible working
Well being program
Death in service
Friendly and supportive team