Employed Financial Planner

Recruit UK
Chippenham, UK
22 Jun 2019
01 Jul 2019
Contract Type
Full Time
Job Title: Employed Financial Planner

Industry: Financial Services

Location: Bristol - Chippenham

Salary: up to £50,000

Job Description: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.

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