Financial Planner
up to 70k
Bristol - Remote
Responsibilities
* A focus on new business development - proactive client contacting to covert legacy clients to our ongoing service proposition
* Achieving revenue targets set by line management
* Achieve new business targets set by line management.
* Proactively drive for cross selling and referring business into other parts of the group.
* Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
Requirements
* Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
* SPS & CAS holder.
* Technical competence across all areas of financial planning
* Analytical mind and excellent attention to detail.
* Experience as a Financial Planner