Financial Planner

Premier Jobs UK; Bradford-on-Avon; On-site; GBP 40,000 - 60,000; Full time

Job summary

A local financial planning firm in Bradford-on-Avon is looking for Financial Planners to support its growth. The ideal candidate will manage an existing portfolio and be responsible for client retention and growth. Candidates must hold a Level 4 Diploma in Financial Planning and ideally have advanced qualifications towards Chartered status. This role offers back-office support and the opportunity to work with high-value clients. Join a team that prioritizes client relationships and professional development.

Qualifications

• Must be Level 4 Diploma qualified and ideally with advanced qualifications towards Chartered status.
• Experience in providing financial advice to clients is essential.
• Proven ability to manage client relationships effectively.

Responsibilities

• Service, retain, and grow an existing client portfolio.
• Utilise referrals, networking, and marketing initiatives to attract new clients.
• Work with technical support staff to provide effective service.

Skills

Client relationship management

Financial planning

Networking

Education

Level 4 Diploma in Financial Planning

Advanced qualifications towards Chartered status

Job description

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey.

The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client holdings of £1m.

Clients have the option of 3 servicing levels with the client choosing depending on the complexity of advice and level of servicing they wish to receive.

You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio. You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.

Full back office support with technical Paraplanners, Administrators and Platform Administrators are in place to provide effective and efficient support to you.

Financial Planner Requirements

• You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status.

You must have experience providing fina...