Employed Financial Planner
Job Title: Employed Financial Planner
Industry: Financial Services
Location: Bristol - Chippenham
Salary: up to £50,000
Recruit UK are working on an excellent opportunity for a Financial Planner in the Bristol or Chippenham area to join an IFA firm.
We are working with a truly independent IFA firm who are going through a current growth period and looking to take on an employed financial adviser. They are looking for established financial advisers who hold a wealth of experience in generating new business as well as managing and retaining an existing client portfolio.
You will receive a wealth of support with on-going training and development, marketing, back-office administration and will benefit from introducers and leads that are generated in-house.
There is a large client bank available for both Advisers to acquire which will consist of clients across the Bristol and surrounding areas.
A competitive salary is on offer of £50k+ with all expenses paid for. Validation is x3 salary with recurring income and existing client bank taken into account with a 30% bonus after this. Free parking on site which is attractive for both yourself and clients!
Fantastic opportunity for someone who wants to join a forward thinking and dynamic firm.
What’s in it for you:
- Existing client bank
- Paraplanning and admin support
- Marketing support
Skills and experience required:
- Level 4 diploma
- CAS status
Recruiters contact info:
Name: Louise Bibb
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an IFA firm based in Bristol on a Financial Planning role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.