Job Description
What will you be doing?
We’re seeking a talented individual to join our Financial Planning team in Bristol. As part of a large / highly successful FP team you will have all of the support & resources to really accelerate your career, plus work with some of the largest clients. If you are able to generate new business and are ambitious to grow then we would love to speak to you.
To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.
As a Financial Planner, your responsibilities will include among others: -
- To look after and support client needs
- To execute the annual Bu...
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