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Financial Planner

2 months ago

Bath, Bath and North East Somerset, United Kingdom Pinstripe Personnel Full time

Unlock Your Potential as a Financial Planner

We are seeking an experienced Financial Planner or IFA to join our team at a Bath based Wealth Planning firm.

The role offers a competitive salary and an achievable bonus structure, providing a genuine opportunity for career advancement.

As a Financial Planner, you will have the support of a full Administration and Paraplanning team, allowing you to focus on delivering high-quality service to our existing client base.

We are looking for a driven and ambitious individual with a minimum of a Diploma and experience as a Financial Adviser or Planner.

Send your CV to Douglas McDougall for more information on this opportunity.

Key Highlights:

  • Competitive salary and bonus structure
  • Full Administration and Paraplanning support
  • Existing client base to service and build upon
  • Opportunity for career advancement