Financial Planning Expert
2 days ago
About the Role
We are seeking a skilled Financial Planning Expert to join our team in Bristol. As a Client Director, you will be responsible for providing desk-based financial advice to an established client bank and following up on quality leads to develop a growing client portfolio.
The successful candidate will have a Level 4 Diploma in Financial Planning and experience in client management or support, ideally within financial advisory or wealth management. They will also possess strong communication skills and be able to build strong relationships with clients.
Responsibilities
- Engage with existing clients to review needs and requirements and identify new opportunities to deliver them advice or other wealth management services.
- Ensure our clients are well positioned to meet their financial goals, offering tailored financial advice across investments, pensions, and protection.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Salary: £35,000 - £45,000 per annum, depending on experience.
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