Senior Financial Planner
3 weeks ago
Job Title: Senior Financial Planner
Location: Bristol, UK
Salary: Up to £38,000 per annum
About the RoleWe are seeking an experienced Senior Financial Planner to join our team in Bristol. As a Senior Financial Planner, you will play a key role in delivering exceptional client service and helping individuals achieve their financial goals.
The successful candidate will have a strong foundation in financial planning principles, including experience in the financial services industry and excellent communication skills. You will be responsible for diary management, preparation for client meetings, adherence to FCA regulations, client liaison and servicing, and follow-up tasks.
In return, we offer a competitive salary, comprehensive training, excellent bonus structure, career progression framework, and extensive benefits package.
To be successful in this role, you must hold the Level 4 Diploma in Financial Planning and have prior experience in the financial services industry. If you are highly motivated with a strong work ethic and a desire to succeed, please submit your application.
Key Responsibilities- Diary management: booking client meetings and maintaining a up-to-date calendar
- Preparation for client meetings: ensuring a thorough understanding of client needs and objectives
- Adherence to FCA regulations: maintaining a solid understanding of regulatory requirements
- Client liaison and servicing: providing exceptional customer service and responding to client queries
- Follow-up tasks: completing any additional tasks required to deliver high-quality results
To be successful in this role, you must:
- Hold the Level 4 Diploma in Financial Planning
- Have prior experience in the financial services industry
- Have excellent communication skills, both written and verbal
- Be able to work independently and as part of a team
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