Chartered Financial Planner
2 weeks ago
Cooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team.
This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate must also be able to generate new business, leads will be provided but business development and networking will be an important part of the position.
The successful candidate will have:
- At least 12 months working as a Financial Planner/ Adviser
- Fully qualified
- Ideally Chartered status or working towards this
In return our client can offer:
- Competitive salary
- Private medical insurance
- Flexible working
- Well being program
- Death in service
- Friendly and supportive team
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Chartered Financial Planner
2 weeks ago
Bristol, United Kingdom CV-Library Full timeCooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team. This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate...
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Chartered Financial Planner
2 weeks ago
Bristol, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team. This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate...
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Chartered Town Planner
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Financial Planner Professional
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Financial Planner Professional
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Bristol, Bristol, United Kingdom Elite Recruitment Limited Full timeFinancial Planner OpportunityElite Recruitment Limited is seeking an experienced Financial Planner to join their prestigious team in Bristol. This is an exciting opportunity for a talented professional to play a key role in delivering high-calibre financial solutions and fostering enduring client relationships.Key Responsibilities:Manage and service a...
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Financial Planning Specialist
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Bristol, Bristol, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz Recruitment Ltd is working with a reputable Chartered Financial Planning organisation in Bristol to find an experienced Financial Planner or Adviser. The ideal candidate must be able to provide exceptional customer service to clients and generate new business opportunities. The organisation will provide leads, and the successful candidate will...
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Bristol, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz Recruitment Ltd is partnering with a leading Chartered Financial Planning organisation based in Bristol, to find an experienced Financial Planner or Adviser to join their expanding team.This is an excellent opportunity to work for a family-focused business that values exceptional customer service and provides a supportive environment for its...
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Financial Planning Assistant
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Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time{"title":"IFA Administrator Role","subtitle":"Supporting Chartered Financial Planners","content":"This role provides an opportunity to join a quality, Chartered Financial Planning firm in North Somerset.You will be part of the head office support staff team, working alongside Paraplanners and IFA Administrators who provide quality support to their team of...
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Financial Planning Assistant
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time{"title":"IFA Administrator Role","subtitle":"Supporting Chartered Financial Planners","content":"This role provides an opportunity to join a quality, Chartered Financial Planning firm in North Somerset.You will be part of the head office support staff team, working alongside Paraplanners and IFA Administrators who provide quality support to their team of...