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Financial Planner
ZipRecruiter
Bristol
On-site
GBP 39,000 - 56,000
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Job summary
An established industry player is on the lookout for a dedicated Financial Planner to join their dynamic team in Bristol. This role is pivotal as it involves managing client relationships and driving new business opportunities. The ideal candidate will possess a Level 4 CII Diploma and be on the path to Chartered status, showcasing a strong understanding of financial regulations. You'll work alongside a supportive team, enhancing client experiences and contributing to innovative investment strategies. If you're passionate about financial planning and eager to make a difference, this opportunity is perfect for you.
Benefits
Non-contributory pension scheme (7% of earnings)
Employee Ownership Trust profit share
Death in Service cover (6 x annual salary)
25 days holiday plus statutory holidays
Private Medical Insurance
Health Club cash-back
Qualifications
- Level 4 CII Diploma in Financial Planning is essential.
- 5+ years of experience in financial advice is ideal.
Responsibilities
- Manage client reviews and acquire new clients with provided leads.
- Collaborate with team to enhance client experience and strategies.
Skills
Financial Regulations Understanding
Networking
Organizational Skills
Communication Skills
Innovative Mindset
Education
Level 4 CII Regulated Diploma in Financial Planning
Progressing towards Chartered status
Job description
Job Description
Our client is seeking a Financial Planner to join their growing team.
The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company.
The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client relationship manager, to enhance the client experience and develop the company's advice and investment strategies.
Requirements:
Essential
- Level 4 CII Regulated Diploma in Financial Planning.
- Progressing towards Chartered status (started Level 6 qualifications).
- Strong understanding of financial regulations.
- Based in Bristol.
- Willingness to network and generate new business.
Ideal:
- Minimum of 5 years’ experience in financial advice.
- Strong organizational, planning, and communication skills.
- Innovative and proactive mindset.
- Enjoys teamwork and collaboration.
- Aligns with company values of integrity and ethical advice.
What's on offer?
- Annual salary – £39-56K plus benefits depending on experience
- Non-contributory pension scheme (7% of all earnings paid into pension scheme)
- Employee Ownership Trust profit share
- Death in Service cover of 6 x annual salary
- 25 days holiday, plus statutory holidays
- Private Medical Insurance
- Health Club cash-back
If of interest, please contact me directly for a chat or please forward to colleagues if you know anyone who might be interested.
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