Financial Planner

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Financial Planner

Bristol

Post Date, 11/09/2024

Salary: 50000-60000 per annum

Permanent

Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation

Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region. You will provide full financial planning advice to business owners and private clients including running pensions clinics & promoting financial education.

The Financial Planner role comes with full client support, full admin & Paraplanning support and it's a superb opportunity to develop your career.

Your Qualifications for the Financial Planning role:

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
  • Genuine desire to provide a high standard of advice and service to clients
  • You are articulate with excellent communication skills.
  • Good knowledge of Investments, tax planning and Defined Contribution pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 3
  • Last Date: 15/01/2025
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