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Associate Financial Planner

4 months ago

Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time €40,000

Associate Financial Planner
Financial Planning
Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK’s leading and rapidly growing wealth management firms.
Our client are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role you will work alongside the Senior Financial Planners to build and develop long lasting relationships with current and new clients.
Ensure you support clients to meet financial objectives
Remain compliant and up to date with company policy
Review clients portfolios annually in line with their changing risk attitudes
Work alongside investment management colleagues to develop relationships
Support clients online and via the phone in a timely manner
Provide accurate coaching to clients on investments
Excellent bonus structure
Career progression framework, move to full financial planning role within 18-24 months
Extensive benefits including pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits
Comprehensive training
Level 4 Diploma in Financial Planning
Ability to communicate effectively over phone/email/online
Desire to become a Financial Planner
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Bristol on a Associate Financial Planner role.
Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.