Financial Planner

This well established, local directly authorised financial
planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as
part of their growth journey

The business is due to embark upon their next chapter of
growth and are looking for Financial Planners who align with their values. You will
benefit from working with their high quality, loyal clients, with average
client holdings of £1m.

Clients have the option of 3 servicing levels with the
client choosing depending on the complexity of advice and level of servicing
they wish to receive.

You will be provided with some existing clients for
servicing with the aim for you to service, retain and also grow the portfolio. You
should look to utilise variety of methods such as referrals, networking, use of
their marketing initiatives and/or professional introducers.

Full back office support with technical Paraplanners,
Administrators and Platform Administrators are in place to provide effective
and efficient support to you.

Financial Planner Requirements

• You must
  be Level 4 Diploma qualified and ideally with advanced qualifications towards
  your Chartered status
• You must
  have experience providing financial planning to clients as a Financial
  Advisor
• You
  should have desire to be part of a growing team and take an active role in
  delivering growth for the business

Financial Planner Benefits

• Salary
  negotiable depending on experience and qualifications
• Plus
  company benefits
• Mixture
  of working from their office, seeing clients and working from home
• Fantastic
  opportunity to play a key role within a well-established, growing team

Locations

Bradford-on-Avon

Call us now on 0208 0044 154 or click Apply

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