Financial Planner - Bristol

Position:  Financial Planner
Location:  Bristol
Salary:  £40,000 - £55,000 + benefits

We are excited to offer an opportunity with a leading investment management and financial planning firm that prides itself on providing holistic bespoke advice focusing on providing a close, friendly relationship with their clients.
This first class highly reputable organisation specialises in financial planning, discretionary investment management and private banking services are looking to recruit a Chartered or nearly Chartered Financial Planner to their Bristol team.

If you are looking for an opportunity to develop a long term career within an organisation that trusts, respects and empowers their employees this is an enviable and highly sought after opportunity.

Duties:

Develop relationships and advise HNW Clients on complex products, wealth structuring, retirement planning and banking services
Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
Develop new business opportunities from existing Clients, introducers and referrals

Skills:

Expert knowledge of investment and banking and understanding of the industry
Significant Financial Planning experience with a successful track record in working with HNW Clients
Experience in providing a fully holistic advice
Background in Wealth Management is desirable

Qualifications:

Full Financial Planning Certificate (or equivalent) is essential
At least AFPC qualified (or equivalent) is essential
Achieved Chartered/Certified Planner status (or close to achieving)
At least 5 years' experience giving advice

Benefits:

Paraplanners and Admin Support
Private Banking Team
Investment Management Team
Executive Management Team
Clients
Back Office Departments
Introducer Network