Associate Financial Planner

2 weeks ago


Bristol, United Kingdom Recruit UK Full time

**Are you Level 4 Diploma qualified and passionate about a career in Financial Advice?**

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.

**Your day to day will look like**:

- Build and maintain relationships with new and existing clients
- Support clients to meet financial objectives
- Remain compliant with company policies
- Review and update client folders
- Work alongside investment managers
- Provide accurate coaching

**What’s in it for you?**
- Competitive salary from £32,000
- Increase once trained after (3-4 months)
- Clients provided
- Excellent bonus structure
- Training & progression to financial planning role after 18-24 months
- Pension, generous holiday allowance, group income protection, life assurance

**Required**:

- Level 4 Diploma qualified
- Desire to become a Financial Planner
- Client-facing skills

**Job Types**: Full-time, Permanent

**Salary**: £32,000.00-£38,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance
- Work from home

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: 8079



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