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Financial Planner
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
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
Education
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.
- 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
- Salary negotiable depending on experience and qualifications
- Plus company benefits
- Mixture of working from their office, seeing clients and working from home
- Fantastic opportunity to play a key role within a well-established, growing team
Bradford-on-Avon
Call us now on (phone number removed) or click Apply
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