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Chartered Financial Planner

Truestar Talent Ltd
Job LocationBristol
EducationNot Mentioned
Salary£80,000 - £120,000 per annum, negotiable, inc bene
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Start off 2024 with this exciting new opportunity!Position: - Chartered Financial PlannerSalary: - £80,000 per annum, negotiable dependent upon experience and qualificationsLocation: - Bristol/Somerset.Permanent, full-time

  • Salary up to £80,000 basic (, negotiable dependent upon experience and qualifications)
  • Discretionary bonus yearly
  • An established high-net-worth client bank, with an average of 400-500K AUM with a view to developing. Clients are professionals, business owners, individuals, and families, who rely on their high-quality financial advice and investment services to preserveand grow their long-term savings and investments
  • HNW (300K+ as a min is investments)
  • Group Stakeholder Pensions (10% employer contribution)
  • Private Medical Insurance
  • Life Assurance (4 x basic salary)
  • Company car
  • Cost saving and discount schemes
  • You will receive both paraplanning and Admin support.
  • Remote working.
My client a leading UK merchant banking organisation, with a respected investment arm is looking for an experienced Financial Planner covering the Bristol/Somerset area.A financial planners responsibilities include:
  • Providing financial planning, insurance, and investment services to clients
  • Winning new business yearly
  • Ensuring client records are maintained and kept current
  • Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
  • Acting as a liaison between the client and other financial professionals.
The ideal candidate for the financial planner position must have: -
  • Level 6 Diploma in Financial Advice (Adv DipFA), or Level 4 Diploma in Financial Advice (DipFA), working towards level 6
  • CF30 status in accordance with the FCA regulations, or recently held CF30
  • Holistic Financial Planning Wealth Management High Net Worth Individuals Independent Financial Advice, with a clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for the clients
  • Excellent interpersonal skills, approachability, and professionalism
  • Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients
  • A proven experience in generating new business as well as looking after clients
  • Being prepared to deal with clients with 500K+ will offering face to face advice, so you must be prepared to travel
  • Experience in dealing with High Net Worth (HNW) clients, specialising in holistic financial planning including IHT planning
  • Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with Affinity Groups, Business Owners, Entrepreneurs, Professional and Retail Clients.
If you are looking for an exciting new opportunity in 2024, please forward a copy of your CV, for immediate screening and contact.

Keyskills :
Estate PlanningHolistic Financial PlanningHigh Net Worth IndividualsPositive Team PlayerLevel 6 Diploma in Financial Advice (Adv DipFA)

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