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Junior Financial Planner Level 4

Job LocationBristol
EducationNot Mentioned
Salary£40,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Junior Financial Planner (Level 4)£40,000-£45,000 + Training + Progression + 5% Pension + Hybrid + Bonus + Other Company BenefitsBristol, commutable from Bath, Swindon, Portishead, Clevedon, Weston-super-Mare, Gloucester, CheltenhamAre you a newly qualified Level 4 Financial Planner, looking to join a tight-knit, award winning best firm in finance, offering the opportunity to learn and gain access to a stream of loyal new clients who will assist you in being able to significantly boostyour earnings upon reaching targetsThis business prides themselves in the high quality service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 14 years, as part of the team, youll spearhead efficientplanning across the companys core areas: lifestyle/ retirement planning, investments, tax, and pensions.This role will require you to build new client relationships, maintain existing relationships, orchestrate and lead meetings, dispense tailored advice to fulfil client objectives, and strategize within all regulations.This role would suit a newly qualified Level 4 Financial Planner, looking to deliver unparalleled service and ensure client satisfaction. Youll uphold standards of efficiency and excellence while enjoying a Competitive Salary, lucrative On Target Earnings,comprehensive Training, avenues for Progression, and additional company perks.THE ROLE:* Financial Planner* Build new and maintain existing business relationships* Ensure the best advice is provided while up to date and accurate* Hybrid roleTHE PERSON:* Level 4 Qualified* Looking to develop and progress * Looking for experience and portfolio growth* Commutable to BristolReference Number: BBBH12706Key Words: Financial, Planner, Finance, IFA, Estate Planning, Retirement, Personal, Business Planning, Financial Management, Bristol, Bath, Swindon, Portishead, Clevedon, Weston-super-Mare, Gloucester, CheltenhamIf youre interested in this role, click apply now to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position.The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&Cs, Privacy Policy and Disclaimers which can be found at ourwebsite.Required skills

  • Business Planning
  • Finance
  • Financial Management
  • Planner
  • Retirement
  • Financial
  • Bristol
  • Swindon
  • Gloucester
  • Bath
  • Cheltenham
  • Portishead
  • Clevedon
  • Weston-super-Mare

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