Financial Planner/IFA - Bristol area
I’m presently working with a national stock broking, wealth and investment management client and they are looking for an experienced Financial Planner/IFA to join their team in Bristol. You will ideally already be based in and around Bristol, or have a good working knowledge of the area.
The role will be to manage and advise the investments of existing clients, to develop that relationship, and to look for opportunities to promote the clients services, including DFM, to new clients and contacts.
An existing book of business would, of course, be welcome, however, isn’t a prerequisite.
In return, you'll receive a competitive salary c. £50K negotiable, with generous bonus structure.
Applications are welcome from experienced candidates, or perhaps a call in the first instance, for a confidential chat.