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
* Salary circa £40k (depending on experience)
* 60k OTE
* Extensive Company Benefits
Contact: Karen Cummins
Reference: KC/98131
Candidate care:
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
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