Existing client bank and support to grow bank of clients.
Chartered Status or working towards.
Delivering high 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:
1. Qualified to level 4 CII Regulated Diploma in Financial Planning.
2. Progressing towards Chartered status and have a good understanding of financial advice regulations.
3. Based in Bristol and willing to network and generate new business.
4. Minimum 5 years experience in a Financial Advice business with exceptional organisational and planning skills.
5. Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset.
6. Experience in the financial advice process and a passion for collaboration and interaction with others.
Benefits
1. Annual salary - £39-56K plus benefits.
2. Employee Ownership Trust profit share.
3. DIS, Pension and PMI.
4. Sick pay at full salary for 6 months.
5. 25 days holiday plus Bank Holidays.
6. Hybrid working.
Job Info
Job Title:
Company:
CV-Library
Location:
Bristol, Bristol
Competitive
Posted:
Closes:
Sector:
Contract:
Permanent
Hours:
Full Time
Welcome to Fresh Jobs the place to find the freshest job vacancies and career advice.
#J-18808-Ljbffr