Growth-Driven Financial Planner for High-Value Clients

Premier Jobs UK; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A local financial planning firm in Bradford-on-Avon is seeking experienced Financial Planners to join their growing team. In this role, you will service existing clients and expand your portfolio, utilizing referrals and marketing initiatives. Applicants are required to have a Level 4 Diploma and experience as a Financial Advisor. The firm offers a negotiable salary, a mix of office and remote work, and the opportunity to play a key role in a well-established team.

Benefits

Negotiable salary

Company benefits

Combination of office and remote work

Key role in a growing team

Qualifications

• You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status.
• You must have experience providing financial planning to clients as a Financial Advisor.
• You should have desire to be part of a growing team and take an active role in delivering growth for the business.

Responsibilities

• Service existing clients and grow the portfolio.
• Utilize referrals, networking, and marketing initiatives.
• Work with back office support for effective service delivery.

Skills

Level 4 Diploma qualified

Experience providing financial planning

Desire to contribute to team growth

Education

Level 4 Diploma

Job description

A local financial planning firm in Bradford-on-Avon is seeking experienced Financial Planners to join their growing team. In this role, you will service existing clients and expand your portfolio, utilizing referrals and marketing initiatives. Applicants are required to have a Level 4 Diploma and experience as a Financial Advisor. The firm offers a negotiable salary, a mix of office and remote work, and the opportunity to play a key role in a well-established team.