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Financial Planner

2 months ago

Bath, Bath and North East Somerset, United Kingdom Pinstripe Personnel Full time
Financial Planner Opportunity in Bath

We are seeking an experienced Financial Planner to join our team at Pinstripe Personnel. The successful candidate will be responsible for providing high-quality financial planning services to our clients in Bath.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Provide ongoing financial planning and advice to clients
  • Build and maintain strong relationships with clients
  • Work closely with our administration and paraplanning teams to ensure seamless service delivery

Requirements:

  • Minimum of Diploma in Financial Planning
  • Proven experience as a Financial Adviser or Planner
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive salary and bonus structure
  • Opportunity to work with a well-established and reputable firm
  • Full administration and paraplanning support
  • Chance to build a loyal client base and advance your career

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your CV to Douglas McDougall for further information on this opportunity.