Financial Planner

Posted 15 May by Heat Recruitment Featured

Position: Financial Planner

Location: Bristol

Salary: £50,000/Uncapped

The Client

This is an award-winning boutique firm of independent financial advisers that offer financial planning and portfolio management service to a diverse range of HNW clientele across the UK. Based in their stunning Bristol office, our client is looking to continue its period of growth by bringing on an employed financial planner to work alongside its already established Self-Employed Planners.

Our client prides themselves on giving its clients the "full financial planning experience", running a cash flow and full holistic plan for all of their clients to ensure the client is receiving the best possible service.

The Opportunity

Due to business growth this firm has an opportunity for an Financial Planner to join the team to support business growth by attracting and retaining new business.

You will benefit from full back office support as well as leads, referrals and a generous bonus structure. You will also be provided with full exam support towards Chartered status/gaining additional industry qualifications.

What’s needed for me to be considered?

  • Hold Level 4 Diploma
  • Previous experience providing financial advice within a regulated IFA environment
  • Comprehensive financial planning process/market knowledge
  • Experience servicing a HNW client bank and generating new business
  • Progression towards Chartered status (Advantageous)

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms

Independent Financial Adviser, Financial Adviser, Adviser, IFA, Financial Planner, Chartered Financial Adviser, Chartered Financial Planner, Chartered IFA, Chartered Adviser, Wealth Planner, Chartered Wealth Planner, Employed IFA, Self-employed IFA,

Application question

Do you have a Level 4 Diploma in Financial Planning? (DipFA, DipPFS)?

Reference: 34388537

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