Vacancy Detail

Financial Planner

Recruit Wealth are representing a stand out opportunity for an experienced Financial Planner to join a very well known Financial Planning organisation in Bristol.

The role will see you continue to deliver financial advice to a large portfolio of existing clients (inherited internally) whilst developing further business through referrals in the Bristol geography.

The company are very well known for offering a whole of market proposition with excellent client care to long lasting generational family clients. They are award winning and are regularly in the press for the work they do.

You will have knowledge of Investments, Pensions, and associated products and be able to confidently deal with individuals relating to their current financial status and needs for the future.

If you are studying towards Chartered status, this would be seen as favorable to the organisation as is holding Competent Adviser Status.

Just as importantly, you must be professional, credible, with a proven track record in giving quality wealth management advice.

This is a premium role, with an excellent client bank offering with high net worth professionals.

An employed only model with excellent earning potential is available alongside a superb benefits package.

Please apply for an immediate response and we look forward to speaking with you.

Location: Bristol | Salary: 50000 - 90000 per | Job type: Permanent | Posted: 01/09/2020