Vacancy Detail
Financial Planner
Overview
Recruit Wealth is representing an outstanding opportunity for an experienced Financial Planner to join a well‑known Financial Planning organisation in Bristol.
The role involves delivering financial advice to a large portfolio of existing clients (inherited internally) while developing further business through referrals in the Bristol geography.
The company is well known for offering a whole‑of‑market proposition with excellent client care to long‑lasting generational family clients. They are award‑winning and regularly receive press coverage for their work.
Responsibilities
Continuously provide financial advice to clients, focusing on investments, pensions, and associated products, and confidently address their current financial status and future needs.
Qualifications
* Knowledge of investments, pensions, and related products.
* Experience delivering quality wealth management advice with a proven track record.
* Professional and credible conduct.
* Studying towards Chartered status or holding Competent Adviser Status is favorable.
Benefits
A premium role with an excellent client bank offering high‑net‑worth professionals. An employed‑only model provides excellent earning potential and a superb benefits package.
Location & Compensation
Location: Bristol
Salary: £50,000 – £90,000 per annum
Job Type: Permanent
Posted: 01/09/2020
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