Our client is seeking a Financial Planner to join their growing team in their Hertfordshire branchThe role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company.The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client relationship manager, to enhance the client experience and develop the companies advice and investment strategies.
Requirements:
* Essential:
o Level 4 CII Regulated Diploma in Financial Planning.
o Progressing towards Chartered status (started Level 6 qualifications).
o Strong understanding of financial regulations.
o Based in Bristol.
o Willingness to network and generate new business.
* Ideal:
o Minimum of 3 years’ experience in financial advice.
o Strong organizational, planning, and communication skills.
o Innovative and proactive mindset.
o Enjoys teamwork and collaboration.
o Aligns with company values of integrity and ethical advice.
Whats on offer?
* Annual salary - £42-60K plus benefits depending on experience
* Pension
* DIS
* 25 days holiday, plus statutory holidays
* Back office support
If of interest please contact me directly for a chat or please forward to colleagues if you know anyone who might be interested.
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