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Financial Planner

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Location

Bristol

Salary £60000 - £70000
TypePermanent
WorkplaceOn-Site
Ref87307

Financial Planner
up to 70k
Bristol – Remote
 

Responsibilities

  • A focus on new business development – proactive client contacting to covert legacy clients to our ongoing service proposition
  • Achieving revenue targets set by line management
  • Achieve new business targets set by line management.
  • Proactively drive for cross selling and referring business into other parts of the group.
  • Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.

Requirements

  • Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
  • SPS & CAS holder.
  • Technical competence across all areas of financial planning
  • Analytical mind and excellent attention to detail.
  • Experience as a Financial Planner
Back To Financial Planner Job Description

Application For Financial Planner