Location
Bristol
Salary £60000 - £70000 TypePermanent WorkplaceOn-Site Ref87307
Recruiter Managing This Role
Financial Planner
up to 70k
Bristol Remote
Responsibilities
1. A focus on new business development proactive client contacting to covert legacy clients to our ongoing service proposition
2. Achieving revenue targets set by line management
3. Achieve new business targets set by line management.
4. Proactively drive for cross selling and referring business into other parts of the group.
5. Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
Requirements
6. Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
7. SPS & CAS holder.
8. Technical competence across all areas of financial planning
9. Analytical mind and excellent attention to detail.
10. Experience as a Financial Planner