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Chartered Financial Planner

  • Salary: £85000 - £105000 per annum + Benefits + bonus
  • Location: Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    09 Jan 2020
  • Job reference: 33248

Are you a Chartered Financial Planner with solid experience of working with mass affluent or high net worth individuals? Would you be open to working with a national wealth management firm who take a holistic approach to wealth planning?

This company is seeking a Chartered Financial Planner to join their team in Bristol. They promote an entrepreneurial environment, giving you the freedom to be creative in your day to day work. Managing your own work load and taking control of diary is a given.

The client have a minimum case size of £500k, working with high net worth and ultra high net worth clients, advising them on complex products across all areas.

You will be furnished with leads and clients, sourced from the investment management and private banking areas of the business. Full back office support and paraplanning will be provided, leaving you to meet with your clients and advise.

The salary on offer is £85,000 - £105,00 plus bonus, 33 days holiday, pension, family health care and a menu of other benefits.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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