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 last 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. Experience of giving regulated advice and ideally CAS / SPS
2. Be able to demonstrate strong client service skills
3. Need to be passionate, proactive, and be able to self-motivate
4. Level 4 Diploma qualified, with a preference for Chartered
What we offer:
1. 30 days annual leave plus bank holidays
2. Discretionary bonus
3. Flexible and hybrid working - Bristol
4. Study support to develop and progress
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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Business Development and Other
#J-18808-Ljbffr