We are working with a boutique financial planning firm in the North of Bristol, who are looking to take on an employed financial adviser. Client will be provided however it is preferable for candidates who are able to bring clients with them.
You will be advising on Mortgages, investments, insurance, tax and private pensions to create valuable financial planning for the clients.
You will be responsible for conducting in-depth reviews of client’s financial circumstances, current provision and future aims based on their changing needs and circumstances.
You will be level 4 diploma qualified with 5 years’ experience in a client services environment, and 5 years’ experience in delivering client advice.
For more information on this role please contact Louise Bibb on 01179170416 or email firstname.lastname@example.org
Quote ref: 12256