Financial Planner - £70,000 DOE Bonus – Bristol / Remote 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 : • Minimum Diploma-qualified / Chartered desired. • Experience of giving regulated advice and ideally CAS / SPS • Be able to demonstrate strong client service skills • Need to be passionate, proactive, and be able to self-motivate. Perks : • 30 days annual leave plus bank holidays. • Discretionary bonus. • Flexible and hybrid working - Bristol. • Private medical insurance. • Healthcare cash plan. • Study support to develop and progress. The successful candidate will need to be local to Bristol and be Level 4 Diploma qualified, with a preference for Chartered. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridgeidexconsulting.com Financial Planner - £70,000 DOE Bonus – Bristol / Remote