Financial Planning Specialist
4 weeks ago
Financial Advisor Role Overview
This is an exciting opportunity to join a well-respected Chartered business in the Bristol area, providing a chance to work with existing clients and grow a portfolio of circa £20m AuM.
As a Financial Advisor, you will work closely with clients to understand their current and future aspirations, building bespoke plans to meet their needs. You will also be proactive in generating additional business opportunities through referrals, new monies, and building your network.
The business has positioned itself to operate with average client holdings of £500,000+ and often have clients still in accumulation phase. This client bank contains many medical professionals, therefore individuals with experience/knowledge of NHS pensions would be beneficial.
You will receive full administrative and paraplanning support, enabling you to focus on building strong relationships with your clients and providing excellent service to gain referrals.
Key Requirements
- Strong financial planning experience as a Financial Advisor
- Preference towards individual clients
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