Accessibility Links

Senior Financial Planner

  • Salary: £60000 - £70000 per annum + 40% bonus, pension and benefits
  • Location: Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    23 Jul 2019
  • Job reference: 32598

Our client is an award winning and prestigious national wealth management firm.

As part of their growth plans, they are now seeking established planners to join their business in Bristol and take on client banks, that are generated through acquisitions and an existing client base.

We are seeking Financial Planner's with a track record of client servicing who can also demonstrate the following:

  • Develop long-term, in-depth relationships with clients
  • Acquire new clients, with proactive planning to maintain and grow these clients
  • Keep up-to-date with new product, technical or legislative changes within the marketplace
  • Comply at all times with the compliance and training and competence procedures of the firm
  • Gather sufficient client information, to identify client needs and objectives and ascertain strategies to fulfill these
  • Complete all supporting documentation in an accurate manner
  • Attain and maintain competent status as defined by FCA and the firm

You will be rewarded with a basic salary of up to c£70,000 a 40% bonus structure and benefits package. Bonus will be paid for ongoing and new business.

To discuss, please contact Ricardo Manouchehri.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

Our clients include: