Exisiting client bank and support to grow bank of clients
Chartered Status or working towards
Delivering hgh quality of services

Opporunity to join an award-winning firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. They are an employee-owned firm and a certified B Corp, caring deeply about their social impact and the environment.Outline of the Role

Take on existing review clients while focusing on building new business to expand your client bank
Work with a dedicated team for client support and collaborate on the continuous development of advice and investment proposition
Network and generate new business while upholding our company values of Integrity

Financial Planner Requirements:

Qualified to level 4 CII Regulated Diploma in Financial Planning
Progressing towards Chartered status and have a good understanding of financial advice regulations
Based in Bristol and willing to network and generate new business
Minimum 5 years experience in a Financial Advice business with exceptional organisational and planning skills
Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
Experience in the financial advice process and a passion for collaboration and interaction with others

Benefits

Annual salary - £39-56K plus benefits
Employee Ownership Trust profit share
DIS, Pension and PMI
Sick pay at full salary for 6 months
25 days holiday plus Bank Holidays.
Hybrid working

tPS Recruitment

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