At a Glance
- Tasks: Provide bespoke financial advice and manage portfolios for an international client base.
- Company: Prestigious financial services firm based in Bristol with a global reach.
- Benefits: Competitive OTE, established client base, and opportunities for professional growth.
- Other info: Exciting time to join with potential for high earnings and career advancement.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Financial Planning Certificate and 2 years of experience in Financial Services.
The predicted salary is between 50000 - 65000 £ per year.
Our
Client: Based in Bristol, this prestigious FS firm are globally regulated experts offering cross-border financial planning to an international client base.
The award-winning business provides ethical, bespoke financial advice and portfolio management to clients in the UK and overseas, via an exceptional team of Chartered Financial Planners and Independent Financial Advisers.
Job
Description: A fantastic opportunity has arisen for an employed Financial Planner to join the business at a genuinely exciting time.
This person will inherit an established client base but with real scope to convert international and expat leads to achieve a market leading OTE.
- The
- Successful
Applicant: Essential Financial Planning Certificate (FPC) – Chartered Insurance Institute (CII) or Certificate in Financial Advice (Ce FA) – Institute of Financial Services.
Minimum 2 years previous experience within Financial Services.
Working towards R01, R02, J10, J12 or equivalent qualifications.
Strong understanding of investment platforms, DFMs, insurance, pensions
Contact Details:
Cornish-Vaughan Associates Recruitment Team
