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