Job Description
This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank.
Role and Responsibilities
* Build sustainable relationships with clients
* Complete annual reviews within required timescales
* Identify and assess clients needs
* Write new business from carrying out annual reviews with existing clients Obtain and record the required meet regulatory KYC and suitability requirements.
* Handle client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
* Keep records of customer interactions, process client accounts and file documents
This role is desk-based with meetings conducted via phone and Teams. They have a flexible hybrid working model which allows you to split your time between home and office.
The Individual
The successful candidate will be:
* A Diploma qualified Advisor
* Hold or previously held CAS status
* Strong technical knowledge across all aspects of Financial Planning
* Ideally have a desire to obtain Chartered status.
The Package
1. Salary circa £40k (depending on experience)
2. 60k OTE
3. Extensive Company Benef...