Financial Planner

Our client based in central Bristol requires a Financial Planner to join their expanding team. The role will include taking over some existing clients; however, there will be a considerable focus on generating new business and networking.

Responsibilities:

1. Manage existing clients while focusing on new business generation.
2. Utilize company-generated leads while actively pursuing growth opportunities.
3. Collaborate with a team including other advisers, paraplanning services, administrators, and a client relationship manager to assist with the client journey.

Minimum Requirements:

1. Qualified to level 4 CII Regulated Diploma in Financial Planning.
2. Working towards level 6 qualifications and progressing towards Chartered Status.
3. Good understanding of the regulations and requirements in a Financial Advice business.
4. New business generation experience required.