Junior Financial Planner Level 4

Junior Financial Planner (Level 4)

£40,000-£45,000 + Training + Progression + 5% Pension + Hybrid + Bonus + Other Company Benefits

Bristol, commutable from Bath, Swindon, Portishead, Clevedon, Weston-super-Mare, Gloucester, Cheltenham

Are you a newly qualified Level 4Financial Planner, looking to join a tight-knit, award winning best firm in finance, offering the opportunity to learn and gain access to a stream of loyal new clients who will assist you in being able to significantly boost your earnings upon reaching targets?

This business prides themselves in the high quality service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 14 years, as part of the team, you'll spearhead efficient planning across the company's core areas: lifestyle/ retirement planning, investments, tax, and pensions.

This role will require you to build new client relationships, maintain existing relationships, orchestrate and lead meetings, dispense tailored advice to fulfil client objectives, and strategize within all regulations.

This role would suit a newly qualified Level 4Financial Planner, looking to deliver unparalleled service and ensure client satisfaction. You'll uphold standards of efficiency and excellence while enjoying a Competitive Salary, lucrative On Target Earnings, comprehensive Training, avenues for Progression, and additional company perks.

THE ROLE:
* Financial Planner
* Build new and maintain existing business relationships
* Ensure the best advice is provided while up to date and accurate
* Hybrid role

THE PERSON:
* Level 4 Qualified
* Looking to develop and progress
* Looking for experience and portfolio growth
* Commutable to Bristol

Reference Number: BBBH12706

Key Words: Financial, Planner, Finance, IFA, Estate Planning, Retirement, Personal, Business Planning, Financial Management, Bristol, Bath, Swindon, Portishead, Clevedon, Weston-super-Mare, Gloucester, Cheltenham

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position.

The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.