Location
Bristol
Salary: £50,000 - £70,000
Type: Permanent
Workplace: On-Site
Ref: 87864
Recruiter Managing This Role
Financial Planner
up to 70k
Bristol Remote
Responsibilities
1. Focus on new business development through proactive client contact to convert legacy clients to our ongoing service proposition.
2. Achieve revenue targets set by line management.
3. Achieve new business targets set by line management.
4. Proactively drive cross-selling and referring business into other parts of the group.
5. Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
Requirements
1. Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
2. SPS & CAS holder.
3. Technical competence across all areas of financial planning.
4. Analytical mind and excellent attention to detail.
5. Experience as a Financial Planner.
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