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Financial Planner
3 months ago
Exceptional local client base - all clients provided:
Benefit from exceptional training and qualification support:
Work for a well-known later-life financial advice firm
We are partnered with an independent financial and legal advice firm in Bristol.
They are now looking to expand by bringing on a new Financial Adviser to work with their extensive local client base.
This is a perfect opportunity for a Financial Adviser who is interested in providing excellent later life advice.What you'll be doing
- Providing first class advice and services to later life clients
- Offering Independent Financial Advice to prospective and existing private wealth clients
- Presenting recommendations to clients in an engaging manner to gain commitment
- Ensuring all client agreements are up to date
- Providing an excellent client service ensuring the needs of the client are always met
What you'll need to apply
- 1 2 years' experience minimum experience as a Financial Adviser
Level 4 qualified
- Diploma in Financial Planning
- Previous experience working for an IFA firm
- Strong understanding of Investments, tax planning and pensions.
- Experience using Intelliflo database
What you'll get in return for your talents.
- A competitive salary dependent on experience
- Bonus structure
- 23 days holiday + bank holidays
- Excellent pension scheme
- A friendly and supportive team, enjoying regular team activities
