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Permanent

Financial Planner

Bristol
money-bag 60000.00-60000.00 Annual
3086143903
Posted 3 days ago

A growing, well-established financial planning firm is seeking an experienced Financial Planner to join the team, taking ownership of an existing client bank. This is a fantastic opportunity to provide high-quality, comprehensive advice to individuals, families, and businesses, while building strong, enduring client relationships and contributing to the growth of the business. Paraplanning and administrative support are provided, allowing you to focus on delivering exceptional client outcomes.Role and ResponsibilitiesProvide regulated financial advice across investments, pensions, protection, and intergenerational/tax planning.Conduct thorough reviews of clients'' financial circumstances, needs, and objectives, using tools such as cashflow modelling to illustrate plans.Research and recommend suitable solutions from the firm''s centralised investment proposition.Prepare and present clear, personalised financial plans and suitability reports.Support business growth by identifying new opportunities and developing existing client relationships.Work closely with Paraplanning and admin support to ensure efficient, compliant service.Working StyleFlexible hybrid working policy: split your time between home, office, and client visits.The IndividualDiploma-qualified (Level 4 or above) with strong technical knowledge across all aspects of financial planning.Ability to work autonomously and manage your own diary effectively.Excellent relationship-building and communication skills.Proacti

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