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Chartered financial advisor

Bristol (City of Bristol)
Permanent
Financial advisor
£60,000 - £70,000 a year
Posted: 12 August
Offer description

Fram are working on a great opportunity to join a growing Financial Planning firm based in Bristol. Our client is looking to hire a Chartered Financial Advisor to take over a book of client with a million plus of wealth. They have full paraplanning and Administration support on a 1 to 2 bases, the firm are independent and offer a range of advice. Unlike many firms, they do not require you to bring a client book with you, and due to strong existing relationships have a excellent flow of new clients. Key responsibilities : Provide holistic financial planning advice to existing and potential clients, identifying and delivering suitable solutions tailored to their financial needs. Focus on delivering good client outcomes within an FCA regulated environment, maintaining compliance with all relevant financial regulations and standards. Build and maintain long-term relationships with clients, providing ongoing advice and service as required. Continuously strive for professional development with an ambition to achieve Chartered status. Stay informed about market trends, regulatory changes, and financial products to provide the best advice possible. Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times Follow appropriate ethical standards within the firm at all times and comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times To be responsible for the proactive and positive implementation of Consumer Duty, to pay due regard to the interests of customers and treat them fairly, act in good faith towards retail customers, avoid causing foreseeable harm and enable and support retail customers to pursue their financial objectives. Above all, the aim is to deliver good outcomes for customers at all times We are keen to hear from qualified Financial Advisers, ideally Chartered of close too. You should have a track record of retaining and developing client relationships, even if your experience is still growing. This is a fantastic opportunity to join a forward-thinking firm that truly invests in its advisers. If you are ambitious, eager to learn, and ready to take your career to the next level, we would love to hear from you

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