This is a newly created role as part of the growth strategy at a leading wealth management firm in Bristol, who require a Financial Planner to join their team.
The successful candidate will manage a client bank of high net-worth clients and deliver high-quality holistic financial advice.
Requirements:
1. Experience of giving regulated advice and ideally CAS / SPS.
2. Strong client service skills.
3. Passionate, proactive, and self-motivated.
4. Level 4 Diploma qualified, with a preference for Chartered.
Additional benefits include:
1. 30 days annual leave plus bank holidays.
2. Discretionary bonus.
3. Flexible and hybrid working.
4. Study support to develop and progress.
If this role sounds like it could be for you, please send your CV to Samantha.durbridge@idexconsulting.com.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Business Development and Other
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