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Financial Planner

3 months ago


Bristol, Bristol, United Kingdom Recruit UK Full time

Join our team as a Financial Planner at a leading Wealth Management company

Location: UK Wide (Home Based)

Salary: £60,000 with first year OTE of £120,000

Looking for an experienced Financial Adviser who enjoys engaging with new clients and has a proven track record of client acquisition. You'll have the support of a dedicated team to handle technical research and client management, allowing you to focus on growing your client base. Meetings can be virtual or in-person, giving you flexibility.

What's in it for you?

On top of the competitive salary, there's a clear path to double your earnings based on team success. Plus, you'll enjoy attractive benefits:

  • Generous company pension contribution
  • Dental and medical coverage
  • Up to 31 days holiday
  • Support for professional development

Requirements:

  • Hold Level 4 Financial Advice Diploma (CII, CISI, LIBF)
  • At least 5 years' experience advising HNW private wealth clients
  • Excellent presentation skills
  • Demonstrated success in acquiring new clients

If you're a motivated individual seeking a rewarding role where your efforts are recognized, reach out to learn more about this exciting opportunity.