Employed Financial Adviser – Bristol - £60k

£60,000 yearly
  • Recruit UK
  • Bristol, UK
  • 05/03/2018
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

We are working with a large accounting and consulting firm who are looking to employ a financial adviser to join the firm. You will be responsible for ensuring that clients are provided with a first class service.

You will be managing a portfolio of clients and delivering a high level of service to ensure retention of a recurring client base whilst generating additional sales where appropriate.

This is a great opportunity for someone who holds a minimum of a level 4 diploma in financial planning, with CAS and holds experience of providing quality advise to high net worth clients.

You will have full support from a paraplanning, compliance and administration team to help with the delivery of the service you are providing.

A competitive salary with a great benefits package such as 8% matched pension, DIS, PMI and flexible benefits.

For more information on this role please contact Louise Bibb on 01179170416 or email Louise.bibb@recruitukltd.co.uk

Quote reference 12361