Financial Planner

Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . 

As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.

Key Responsibilities

- Provide comprehensive financial planning advice to clients based on their individual needs and goals.

- Build and maintain strong relationships with clients, ensuring their financial objectives are met.

- Stay up-to-date with industry regulations, market trends, and investment products.

- Collaborate with other team members to deliver exceptional service to clients.

Requirements

- Level 4 Diploma

- Proven track record of success in providing financial advice and meeting sales targets.

- Strong knowledge of investment products, retirement planning, tax strategies, and estate planning.

- Excellent communication skills with the ability to explain complex financial concepts in simple terms.

- Ability to work independently and as part of a team.

Location

This position will be based at the central Bath office.

Benefits

- Full client bank available: You will have access to a full client bank, allowing you to focus on providing exceptional financial advice.

- Lucrative bonus structure: My client offer a competitive bonus structure that rewards your hard work and success.

- Hybrid working on offer: My client understands the importance of work-life balance and offer flexible working arrangements.