Financial Planning Expert
18 hours ago
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- A minimum of 5 years' experience in a Financial Advice business with exceptional organisational and planning skills.
- Experience in the financial advice process and a passion for collaboration and interaction with others.
- DIS, Pension, and PMI are also essential.
- 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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