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Employed Financial Planner in Bristol

Job Title: Employed Financial Planner

Industry: Financial Services

Location: Bristol

Salary: Up to £60,000

Job Reference: 14716

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planner in the Bristol area to join an IFA firm.

We are working with a truly independent IFA firm who are going through a current growth period and looking to take on an employed financial adviser. They are looking for an established local financial adviser who holds a wealth of experience in generating new business as well as managing and retaining an existing client portfolio.

You will receive experienced support with on-going training and development, marketing, back-office administration and will benefit from introducers and leads that are generated in-house.

A competitive salary is on the offer of £60k+ with all expenses paid for. Validation is x3 salary with recurring income and existing client bank considered with a 30% bonus after this. Free parking on site which is attractive for both yourself and clients!

Fantastic opportunity for someone who wants to join a forward-thinking and dynamic firm.

What’s in it for you:

  • Validation includes new and recurring business
  • Paraplanning and admin support
  • Marketing support

 

Skills and experience required:

  • Level 4 diploma
  • CAS status
  • 5 years’ experience as a Financial Planner

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an IFA firm based in Bristol on a Financial Planning role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Submit Details Here

BrowseUpload CV
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Job Title: Employed Financial Planner

Industry: Financial Services

Location: Bristol

Salary: Up to £60,000

Job Reference: 14716

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planner in the Bristol area to join an IFA firm.

We are working with a truly independent IFA firm who are going through a current growth period and looking to take on an employed financial adviser. They are looking for an established local financial adviser who holds a wealth of experience in generating new business as well as managing and retaining an existing client portfolio.

You will receive experienced support with on-going training and development, marketing, back-office administration and will benefit from introducers and leads that are generated in-house.

A competitive salary is on the offer of £60k+ with all expenses paid for. Validation is x3 salary with recurring income and existing client bank considered with a 30% bonus after this. Free parking on site which is attractive for both yourself and clients!

Fantastic opportunity for someone who wants to join a forward-thinking and dynamic firm.

What’s in it for you:

  • Validation includes new and recurring business
  • Paraplanning and admin support
  • Marketing support

 

Skills and experience required:

  • Level 4 diploma
  • CAS status
  • 5 years’ experience as a Financial Planner

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an IFA firm based in Bristol on a Financial Planning role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Submit Details Here

BrowseUpload CV
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