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Job Location | Bristol |
Education | Not Mentioned |
Salary | £40,000 - £100,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Job Title: Financial PlannerIndustry: Financial servicesLocation: BristolSalary: Self EmployedReference: 14679Recruit UK are working on an excellent opportunity for a Financial Adviser in Bristol to join a Wealth Management Firm as a Financial Adviser.We are working with a FTSE 100 financial services firm that offers a wide range of wealth management services. Due to the continued growth of the business and continued growth of the wealth of their clients they are now looking to take on a financial adviser.This is a medium sized financial planning firm who has recently moved to a lovely refurbished site in Clifton! Currently two other financial planners with a support team in place. This firm pride themselves on the training and support they have in place for all of their members of staff.This is a self employed opportunity with 70/30 split on your own clients with anything passed from the business being a 50/50 split.This role would suit someone who is a level 4 qualified individual, either from banassurance, mortgage advice or a trainee financial planner.Duties will include but will not be limited to:- Building on existing relationships with clients- Seeking opportunities to bring in new business to the firm- Using your entrepreneurial flair to develop your own personal brand as a financial plannerWhat’s in it for you:- Back office and technical support- Competitive splits including 70/30 on IAF and OAF (own clients)- PI covered whilst in probationSkills and experience required:- Level 4 diploma in financial planning - Essential- Have worked within the financial services sector for the last 2 years - Desired- Own clients to novate - Desirable- Aspire to become a successful financial plannerAbout 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 a Wealth Management 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 job 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 Required skills
Keyskills :
Advice Financial Planning Financial Services Wealth Management