Job Overview
Financial Planner at a local directly authorised financial planning firm in Bradford-on-Avon.
Responsibilities
* Service, retain and grow a portfolio of existing clients
* Provide financial planning advice across three servicing levels according to client needs
* Utilise referrals, networking, marketing initiatives and professional introducers to acquire new clients
* Receive full back‑office support from technical paraplanners, administrators and platform administrators
Requirements
* Level 4 Diploma qualified, preferably with advanced qualifications toward Chartered status
* Experience providing financial planning to clients as a Financial Advisor
* Desire to be part of a growing team and take an active role in delivering business growth
Benefits
* Salary negotiable based on experience and qualifications
* Company benefits
* Hybrid working model: mix of office, client meetings and work from home
* Opportunity to play a key role within a well‑established, growing team
Location
Bradford-on-Avon
#J-18808-Ljbffr