At a Glance
- Tasks: Manage client relationships and ensure accurate financial data while supporting admin tasks.
- Company: A relationship-led financial firm focused on client care and investment management.
- Benefits: Generous salary, holiday scheme, pension, and clear progression into management.
- Other info: Join a supportive team in a vibrant community with excellent career advancement potential.
- Why this job: Elevate your career in finance with opportunities for growth and impactful client interactions.
- Qualifications: Level 4 Financial Planning Qualification and experience in client sourcing.
The predicted salary is between 51750 - 63250 £ per year.
£65,000 to £70,000 + Progression into Management + Generous Holiday Scheme + Pension
Weston-Super-Mare, Somerset
Are you a Financial Planner or similar looking for an opportunity to take your career to the next level where you will be offered generous benefits alongside progression into Management? This company is a relationship led financial firm who offer financial planning and Investment Management, focusing on looking after their clients' money in their town.
In this role you will be responsible for:
- Managing clients throughout the local area and Bristol
- Maintaining high levels of production throughout the role and team
- Ensuring all data is accurate
- Organising and scheduling meetings
- Supporting admin tasks related to finance
- Building and maintaining client relationships
The Person:
- Financial Planner or similar
- Level 4 Financial Planning Qualification
- Confident in sourcing clients and maintaining relationships
- Looking to progress into a management role
- Commutable to Weston-Super-Mare
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 remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Financial Planner (Investment Management) in Weston-super-Mare employer: All The Top Bananas
Join a dynamic and relationship-driven financial firm in Weston-Super-Mare, where your career as a Financial Planner can flourish with generous benefits, including a competitive salary, a robust holiday scheme, and a clear pathway to management. Our supportive work culture prioritises employee growth and client satisfaction, making it an ideal environment for those looking to make a meaningful impact in investment management.
