Job Description
Financial Planner | £65,000 DOE + Bonus | Bath / Hybrid
We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should be within a commutable distance of Bath.
With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions. Their ongoing success has resulted in the creation of two brand-new positions in their Bath office.
The ideal candidate will:
* Hold CAS – or be working towards
* Level 4 diploma qualified
* Experience using Microsoft Word and Excel and databases
* Desire to be a successful Financial Planner
Your role will include but will not be limited to:
1. Look after a client base that will be given to you.
2. Generate new client enquiries and generate advice income from these
3. Convert the client leads
4. Undertake sales and marketing activity in line with local/regional/national plans
5. Work to achieve or exceed annual new business revenue target
6. Provide expert independent advi...