Financial Planning Specialist

2 weeks ago


Bath, Bath and North East Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time £60,000
Join a successful Wealth Management company as a Financial Planner and contribute to its growing UK Financial Planning team. The company is seeking experienced Financial Advisers who excel in new client engagement and have a proven track record of winning new clients. As a Financial Planner, you will work with a variety of clients, providing expert financial advice and guidance. The role involves a mix of video and in-person meetings, allowing for flexibility and work-life balance. The company offers a competitive package, including a 14% company pension contribution, dental and medical cover, up to 31 days holiday, and a supportive environment for professional development. To be successful in this role, you will need a Level 4 Financial Advice Diploma (CII, CISI, LIBF) and at least 5 years of experience advising high net worth private wealth clients. If you are a motivated and experienced Financial Adviser looking for a new challenge, this could be the ideal opportunity for you.

**Key Responsibilities:**

* Provide expert financial advice and guidance to clients
* Develop and maintain strong relationships with clients
* Identify and pursue new business opportunities
* Collaborate with the team to achieve business objectives

**What We Offer:**

* Competitive salary and benefits package
* Opportunities for professional development and growth
* Collaborative and supportive work environment
* Flexible working arrangements

**Requirements:**

* Level 4 Financial Advice Diploma (CII, CISI, LIBF)
* At least 5 years of experience advising high net worth private wealth clients
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team

If you are a motivated and experienced Financial Adviser looking for a new challenge, please apply today.

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