IFA Financial Advisor
- Recruiter
- Anonymous
- Location
- Bristol
- Salary
- 40000.00 - 60000.00 GBP Annual + Excellent Salary & Benefits
- Posted
- 13 Jan 2017
- Closes
- 25 Jan 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Bristol
An excellent opportunity has arisen to join our client, a leading Chartered Financial Planning firm in Bristol who are now looking to hire a Financial Planner to join their busy and friendly team. In this role you will provide first class long term financial planning services to ensure clients' needs are met compliantly and efficiently.
Other key role duties include but are not limited to:
??? Attending client meetings, providing financial advice and making recommendations to help clients achieve their financial planning requirements
??? Conducting in-depth reviews of clients financial circumstances ad future aims
??? Ensuring recommendations are suitable for the client and are fully understood
??? Ensuring all regulatory obligation are discharged fully during all engagements with client
??? Attending seminars and presentations and undertaking study to increase product and market knowledge
To be considered for this role you must be at least Level 4 Diploma in Financial Planning qualified with a comprehensive knowledge of pensions and investments. You will have excellent interpersonal, listening, numerical and IT capability along with strong analytical and research skills.
In return for you hard work you will receive a competitive salary along with many benefits. If this sounds like the right role for you please apply today
An excellent opportunity has arisen to join our client, a leading Chartered Financial Planning firm in Bristol who are now looking to hire a Financial Planner to join their busy and friendly team. In this role you will provide first class long term financial planning services to ensure clients' needs are met compliantly and efficiently.
Other key role duties include but are not limited to:
??? Attending client meetings, providing financial advice and making recommendations to help clients achieve their financial planning requirements
??? Conducting in-depth reviews of clients financial circumstances ad future aims
??? Ensuring recommendations are suitable for the client and are fully understood
??? Ensuring all regulatory obligation are discharged fully during all engagements with client
??? Attending seminars and presentations and undertaking study to increase product and market knowledge
To be considered for this role you must be at least Level 4 Diploma in Financial Planning qualified with a comprehensive knowledge of pensions and investments. You will have excellent interpersonal, listening, numerical and IT capability along with strong analytical and research skills.
In return for you hard work you will receive a competitive salary along with many benefits. If this sounds like the right role for you please apply today