Associate Financial Services Specialist

1 week ago


Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

About the Opportunity:

This role offers a fantastic chance to join a pioneering Financial Advice firm and contribute to the growth of a dynamic team. As a Financial Planning Advisor, you will be responsible for providing expert advice and guidance to clients, helping them navigate complex financial decisions.

Main Responsibilities:

  • Client relationship management and maintenance
  • Development and implementation of comprehensive financial plans
  • Maintenance of up-to-date knowledge of financial products and services
  • Provision of high-quality customer service and support
  • Participation in regular training and professional development

What We Offer:

  • Competitive annual salary up to £38,000
  • Innovative bonus structure
  • Defined career advancement paths
  • Diverse range of employee benefits
  • Ongoing professional education and training


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