£32,000 - £40,000 yearly
Recruit UK
Bristol, UK
Job Title: Associate Financial Planner
Industry: Financial Planning
Location: Bristol
Salary: £32,000 – £40,000
Job Reference: 15678
Job Description:
Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK’s leading and rapidly growing wealth management firms.
Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work alongside the Senior Financial Planners to build and develop long-lasting relationships with current and new clients.
Duties will include but are not limited to:
Build relationships and maintain them with new and existing clients
Ensure you support clients to meet financial objectives
Remain compliant and up to date with company policy
Review clients portfolios annually in line...