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Bristol, Bristol
Financial Planner - All Clients Provided
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
My client has been established in Bristol for over 30 years. They are an Independent Chartered practice with their own top rated, in-house DFM service. Due to expansion they require an experienced and qualified Financial Planner to join their Bristol office. The firm has an extensive client base from which you will be allocated a significant number to get you started. They are also fairly acquisitive so you can expect further clients to follow in years to come. You will also be able to build internal introducer relationships with the DFM arm of the business. Salary on offer is up to £60,000 depending on experience, qualifications and if you have any of your own relationships to bring potentially more. The role also comes with a generous and rewarding bonus scheme to supplement the salary. They have a well qualified and experienced team of Paraplanners and Admin staff in-house leaving you free to focus on the clients and winning new business. You will be an experienced and level 4 (minimum) qualified Financial Planner with ideally with current CAS and SPS. You will have a proven track record of fee income production and a proactive approach to building new client and introducer relationships.