Financial Planner - Gloucestershire
A Top 40 firm in Gloucestershire are looking for Financial Planner to join their established office in Staverton. The firm are experiencing excellent growth and are looking to expand their team.
You will be responsible for preparing half-yearly and annual reviews for all active clients, as well as contributing to the production of the Fund Booklet and Premier Fund List, which would be produced on a monthly basis. You will also be responsible for updating management data spreadsheet in addition to ad-hoc projects.
You will have at least two years Financial Services experience and ideally working towards your CFP qualification. You will be paid a competitive salary as well as receiving a range of benefits.
If you enjoy working as a part of team and want to progress your career as a Financial Planner, call Ben Beswick on 0207 269 6313 to discuss. Alternatively, email Ben.Beswick@Pro-Finance.co.uk.
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