Independent Financial Advisor

4 weeks ago


Bristol, United Kingdom Clayton Davies Full time

Our client are looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals.


Key Responsibilities:


  • Develop an understanding of the company's core values
  • Ensure clients are serviced in a timely and professional manner
  • Maintain good client and intriducer relationships through client meetings
  • Continually driving improvement in quality of advice and client files
  • Conducting in-depth reviews of clients' financial circumstances
  • Reviewing and responding to clients changing needs and financial curcumstances
  • Acquire new business, via personal business planning and company lead generation programme


Experience Required:


  • Diploma in Financial Planning as a minimum qualification
  • Track record of providing solid financial advice


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