Financial Planner

ZipRecruiter; Bristol; On-site; GBP 50,000 - 60,000; Full time

Job summary

A well-known Accountancy firm seeks a Financial Planner in their Wealth Division to provide financial advice to business owners and private clients. This role offers full client and admin support, presenting a superb opportunity to further your career in financial planning.

Qualifications

• Level 4 qualified in Financial Planning.
• Genuine desire to provide high-standard advice.
• Excellent communication skills.

Responsibilities

• Provide full financial planning advice to clients.
• Run pensions clinics and promote financial education.
• Support clients with comprehensive admin and paraplanning.

Skills

Communication

Client service

Financial advising

Tax planning

Investment knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Basic Up to £60k + Package + Paraplanning + Clients & Lead

Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region. You will provide full financial planning advice to business owners and private clients including running pensions clinics & promoting financial education.

The Financial Planner role comes with full client support, full admin & Paraplanning support and it's a superb opportunity to develop your career.

Your Qualifications for the Financial Planning role:

• Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
• Genuine desire to provide a high standard of advice and service to clients
• You are articulate with excellent communication skills.
• Good knowledge of Investments, tax planning and Defined Contribution pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143