Wealth Planner

Premier Jobs UK Limited
Bristol (City Centre)
16 May 2018
15 Jun 2018
Contract Type
Full Time
Are you looking for an exciting role to work with existing client through a desk-based financial planning role?

The Company

This international AA rated financial services group with nearly 100 years’ history of helping to improve people’s lives, is entrusted with managing over £9bn of client assets across the UK. As part of continued growth in the business and to ensure all of their clients receive first class service, they are looking to establish a desk-based Wealth Planning team of Advisers.

Clients and business opportunities

Your role as a Financial Adviser will be focused on providing wealth management and financial planning to existing clients, to help them achieve their financial goals and objectives. You will be provided with existing clients and new enquiries that will benefit from telephone advice. This will be a great role for an individual to expand on your existing skills and help shape this new team.

Requirements to be considered

This role could suit a range of individuals:

Either with experience within financial services and holding Level 4 Diploma in Financial Planning and looking for entry into financial advising (such as Paraplanners or Mortgage Advisers)Or experienced Financial Advisers looking for a desk-based role to benefit from a good work/life balanceBenefits

Salary of £30,000 - £40,000 plus bonuses and company benefitsWorking from excellent offices in Bristol with good transport links nearbyChance to be part of an exciting new teamThis is an opportunity to work for a highly-respected name in the global financial industry, that is keen to continue developing their UK operationLocations


Contact us: Call us now on 0208 0044 154 to further discuss this position with one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

This job was originally posted as www.totaljobs.com/job/81432575

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