Financial Service Planner

3 weeks ago


Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time €39,000 - €56,000

Our client is seeking a Financial Planner to join their growing team.The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client relationship manager, to enhance the client experience and develop the companies advice and investment strategies. Level 4 CII Regulated Diploma in Financial Planning.
Strong understanding of financial regulations.
Willingness to network and generate new business.

Minimum of 5 years’ experience in financial advice.
Strong organizational, planning, and communication skills.
Annual salary - £39-56K plus benefits depending on experience
~ Non-contributory pension scheme (7% of all earnings paid into pension scheme)
~ 25 days holiday, plus statutory holidays
~ Private Medical Insurance
~ If of interest please contact me directly for a chat or please forward to colleagues if you know anyone who might be interested.


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