Associate Financial Planner

£32,000 - £40,000 yearly
  • Recruit UK
  • Bristol, UK
  • 13/05/2022
Full time Trainee / Apprentice Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

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 with their changing risk attitudes
  • Update client folders
  • Work alongside investment management colleagues to develop relationships
  • Support clients online and via the phone in a timely manner
  • Provide accurate coaching to clients on investments

Benefits:

  • Salary from £32,000
  • Increase once trained (3-4 months)
  • Clients provided
  • Excellent bonus structure
  • Career progression framework, move to full financial planning role within 18-24 months
  • Extensive benefits including pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits
  • Comprehensive training

Skills and experience required:

  • Level 4 Diploma in Financial Planning
  • Ability to communicate effectively over phone/email/online
  • Desire to become a Financial Planner
  • Strong client support skills
  • Exceptional communication skills
  • Highly motivated with the strong work ethic

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Bristol on a Associate Financial Planner role.