Financial Planner

Juice Recruitment Ltd
Bristol (City Centre)
From £35,000 to £45,000 per annum
30 Sep 2017
03 Nov 2017
Contract Type
Full Time
Juice Recruitment is delighted to be supporting a friendly boutique financial services consultancy with their search for a Financial Planner. The successful candidate will join a small advisory team and have full responsibility for providing clients with financial advice which follows the FCA rules and firm's procedures.

The successful role holder will be responsible for:

Providing clients with a high level, quality consultancy service on a professional but personal basis to reflect the client's needs and expectationsAdvise specific individual clients requiring investment or financial adviceBuilding and maintaining relationships and completing administration in respect to individual clientsThe ideal candidate will have:

A Regulated Diploma in Financial Planning (Preferably working towards an Advanced Diploma)Detailed knowledge of FCA; knowledge of compliance regulations & tax legislationRelevant and ongoing technical, legislative and economic knowledgeExperience of conducting client reviews, managing customer relationships and building new relationshipsPeople skills in order to coach and delegate to junior staff membersIf you feel this is the job for you, please apply to Freya at Juice Recruitment Bristol today.

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