Financial Planner

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:

1. Experience of giving regulated advice and ideally CAS / SPS
2. Be able to demonstrate strong client service skills
3. Need to be passionate, proactive, and be able to self-motivate.
4. 30 days annual leave plus bank holidays.
5. Discretionary bonus.
6. Flexible and hybrid working - Bristol.
7. 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 [emailprotected]