Goodmans Financial Planning Ltd has been providing financial planning, investment and pension advice across the South West for over 30 years. A Chartered Financial Planning firm with offices in Plymouth, Exeter and Bristol, we're dedicated to helping people get the best returns from life and enjoy an active, fulfilling retirement.
This full-time, office-based role is a chance to be part of Goodmans' growth as we move into a new office in the heart of Bristol and expand our client base there.
The role
Client experience is everything at Goodmans, so we're looking for the right person to support our Financial Planners in servicing and maintaining an exceptional level of service. This is not just a technical, behind-the-scenes role; as part of our small, collaborative team, you'll be a point of contact for clients and get involved in client meetings.
While experience in financial services is preferred,this may also be an opportunity forsomeone with good admin and people skills to develop their financial services career within a friendly and professional environment.
In return, we're offering a competitive salary plus excellent progression and development opportunities within an independent, employee-owned company.
Duties include:
* Attending client meetings and maintaining strong relationships
* Preparing client recommendation reports and cashflow modelling
* Analysing data and conducting research on investments, pensions and other financial products
* Ensuring compliance and FCA regulations are followed
* Working closely alongside the advisers and service team
What you'll need:
* Ideally, experience in financial planning and an understanding of investments and finance principles
* Strong communication and interpersonal skills to coordinate with clients and team members effectively
* Exceptional analytical skills and ability to present findings clearly and professionally
* Strong organisational skills and attention to detail
* Relevant industry qualifications would be an advantage, e.g., a Level 4 Diploma in Financial Planning or working towards one
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