Financial Planner; Investment Management

Financial Planner (Investment Management)

£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 be progression into Management?

This company is a relationship led financial firm who offer financial planning and Investment Management, who focus themselves on looking after their clients' Money in their town.

In this role you will be responsible for managing Clients, maintaining high levels of Production, and ensuring accurate Data. You will receive full support to Progress into a Management role and lots of other benefits.

This role would suit a Financial Planner or similar looking for an opportunity to take their career into Management level inside of a Relationship led financial company.

The Role:

• 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
• Build and maintain 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

Reference: BBBH
26979

Finance, Financial Planner, Weston-Super-Mare, Somerset, Level 4 Qualification, Clients, Relationships, Wealth, Management, IT, Data, Money, Planner, Bristol, Investment

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.