Financial Advisor

The Progress Shed; Bath; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing financial advisory firm in the UK is seeking a Chartered Financial Planner to join its team. You will be responsible for managing existing clients, developing investment strategies, and collaborating with a supportive team. Candidates should hold a Level 4 CII Diploma in Financial Planning and ideally work towards Chartered status. The firm values a harmonious environment, allowing you to focus on helping clients accumulate life, not just wealth.

Qualifications

• Qualified to level 4 CII Regulated Diploma in Financial Planning.
• Ideally Chartered Status or progressing towards Chartered status.
• Minimum 3 years experience in a Financial Advice business.

Responsibilities

• Take on existing review clients and maintain client relationships.
• Work with a dedicated team for client support.
• Offer support in investment planning, pension, and insurance.

Skills

Excellent written and verbal communication

Proactive and innovative mindset

Exceptional organisational and planning skills

Understanding of financial advice regulations

Education

Level 4 CII Regulated Diploma in Financial Planning

Job description

Job Description

Chartered Financial Planner

• Financial Planner / Advisor Taunton
• Exisiting client bank and support to grow client bank
• Chartered Status or working towards

Opportunity to join a growing 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.

Outline of the Role

• Take on existing review clients and maintain client relationships
• Work with a dedicated team for client support and collaborate on the continuous development of advice and investment propositions
• Offer support and guidance in investment planning, pension and insurance.

Financial Planner Requirements :

• Qualified to level 4 CII Regulated Diploma in Financial Planning
• Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
• Office based in Devon
• Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
• Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
• Experience in the financial advice process and a passion for collaboration and interaction with others