About

Exisiting client bank and support to grow bank of clientsChartered Status or working towardsDelivering hgh quality of servicesOpporunity to join an award-winning firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. They are an employee-owned firm and a certified B Corp, caring deeply about their social impact and the environment.Outline of the RoleTake on existing review clients while focusing on building new business to expand your client bankWork with a dedicated team for client support and collaborate on the continuous development of advice and investment propositionNetwork and generate new business while upholding our company values of IntegrityFinancial Planner Requirements:Qualified to level 4 CII Regulated Diploma in Financial PlanningProgressing towards Chartered status and have a good understanding of financial advice regulationsBased in Bristol and willing to network and generate new businessMinimum 5 years experience in a Financial Advice business with exceptional organisational and planning skillsExcellent written and verbal communication, numeracy skills, and a proactive, innovative mindsetExperience in the financial advice process and a passion for collaboration and interaction with othersBenefitsAnnual salary – plus benefitsEmployee Ownership Trust profit shareDIS, Pension and PMISick pay at full salary for 6 months25 days holiday plus Bank Holidays.Hybrid working