Financial Planner (Investment Management)

Financial Planner (Investment Management)
£65,000 to £70,000 + Progression into Management + Generous Holiday Scheme + Pension
Weston-Super-Mare, Somerset

Are you a Financial Planner or similar looking for an opportunity to take your career to the next level where you will be offered generous benefits alongside be progression into Management?

This company is a relationship led financial firm who offer financial planning and Investment Management, who focus themselves on looking after their clients' Money in their town.

In this role you will be responsible for managing Clients, maintaining high levels of Production, and ensuring accurate Data. You will receive full support to Progress into a Management role and lots of other benefits.

This role would suit a Financial Planner or similar looking for an opportunity to take their career into Management level inside of a Relationship led financial company.

The Role:

Managing clients throughout the local area and Bristol
Maintaining high levels of production throughout the role and team
Ensuring all data is accurate
Organising and scheduling meetings
Supporting admin tasks related to finance
Build and maintain client relationshipsThe Person:

Financial Planner or similar
Level 4 Financial Planning Qualification
Confident in sourcing clients and maintaining relationships
Looking to progress into a management role
Commutable to Weston-Super-MareReference: BBBH26979

Finance, Financial Planner, Weston-Super-Mare, Somerset, Level 4 Qualification, Clients, Relationships, Wealth, Management, IT, Data, Money, Planner, Bristol, Investment

If you're interested in this role, click 'Apply Now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

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