Financial Planner

TN United Kingdom; Bristol; On-site; GBP 50,000 - 70,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team in Bristol. This role focuses on developing new business through proactive client engagement while nurturing existing relationships. The ideal candidate will possess an Advanced Diploma in Financial Planning and demonstrate strong analytical skills. Join a forward-thinking company that values your expertise and offers a supportive environment to help you excel in your career.

Qualifications

• Advanced Diploma in Financial Planning or willingness to progress.
• Technical competence in financial planning required.

Responsibilities

• Focus on new business development through proactive client contact.
• Maintain and nurture existing client relationships.

Skills

Client Relationship Management

Business Development

Financial Planning

Analytical Skills

Education

Advanced Diploma in Financial Planning

Chartered Financial Planner

Job description

Location

Bristol

Salary: £50,000 - £70,000

Type: Permanent

Workplace: On-Site

Ref: 87864

Recruiter Managing This Role

Financial Planner
up to 70k
Bristol Remote

Responsibilities

1. Focus on new business development through proactive client contact to convert legacy clients to our ongoing service proposition.
2. Achieve revenue targets set by line management.
3. Achieve new business targets set by line management.
4. Proactively drive cross-selling and referring business into other parts of the group.
5. Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.

Requirements

1. Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
2. SPS & CAS holder.
3. Technical competence across all areas of financial planning.
4. Analytical mind and excellent attention to detail.
5. Experience as a Financial Planner.