Financial Planner

Our client based in central Bristol requires a Financial Planner to join their expanding team. The role will include taking over some existing clients however there will be a considerable focus on generating new business and networking

• Qualified to level 4 CII Regulated Diploma in Financial Planning


• Working towards level 6 qualifications and are progressing towards Chartered Status


• Good understanding of the regulations and requirements in a Financial Advice business


• New business generation required

Company generated leads will be provided but there will be a focus on growth.

You will have a team to support you, including other advisers, paraplanning services, administrators and a client relationship manager. Working closely with all members of the team who will assist with the client journey.