Financial Planner - Bristol

Synchronicity Group
09 Apr 2017
09 May 2017
Contract Type
Full Time

I am currently working with a large IFA company based across the South-west of England looking to recruit an experienced Financial Planner to work alongside an established accountancy group.

My client is already working with the accountancy partners in their Somerset office but this would be a new role in their Bristol office. With this they are looking for somebody that has the gravitas to network with the Partners & Managers in this particular office to gain referrals & provide holistic financial advice. The Advisers in the Somerset office are producing around 200k of annual fees and the Head of Financial Planning thinks it is highly realistic for the right person to replicate this in Bristol.

To be considered for this role my client is ideally looking for somebody that has professional practice exposure or has worked with the likes of Investment Management company. Essentially they are looking for an Adviser that is good building up professional relationship with internal stakeholders to be referred clients and help achieve business targets. You must be Level 4 qualified as a minimum to be considered for this role and ideally my client is looking for somebody that is either working towards Chartered if not Chartered already.

My client is fairly open to what salary they would look to pay. For the right person they would look to pay up to £70,000 plus bonus & benefits.

This is a great opportunity to join as part of new chapter within a successful business where through success you could look to build up a team around you.

If this role of interest and you have the relevant skills & experience please apply by sending your CV through or calling for more information.