Financial Planning Expert

18 hours ago


Bristol, Bristol, United Kingdom CV-Library Full time

As a Financial Planning Expert at CV-Library in Bristol, you will play a crucial role in helping clients accumulate life, not just wealth. This is an excellent opportunity to join an award-winning firm that continues to expand its team.

Key Responsibilities
  • Take on existing review clients and focus on building new business to expand your client base.
  • Work closely with a dedicated team for client support and collaborate on the continuous development of advice and investment propositions.
  • Network and generate new business while upholding the company's values of Integrity.

The ideal candidate will be qualified to level 4 CII Regulated Diploma in Financial Planning, progressing towards Chartered status, and have a good understanding of financial advice regulations.

Requirements
  1. A minimum of 5 years' experience in a Financial Advice business with exceptional organisational and planning skills.
  2. Experience in the financial advice process and a passion for collaboration and interaction with others.
  3. DIS, Pension, and PMI are also essential.
Benefits
  • A competitive salary of £60,000 per annum.
  • Sick pay at full salary for 6 months.
  • 25 days holiday plus Bank Holidays.
  • Hybrid working.


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