Job Description
Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home.
With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals.
You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for.
Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits.
For a confidential discussion to find out more, apply now!