Ernest Gordon Recruitment
Financial Planner (Investment Management)
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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 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 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
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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: BBBH26979
Finance, Financial Planner, Weston-Super-Mare, Somerset, Level 4 Qualification, Clients, Relationships, Wealth, Management, IT, Data, Money, Planner, Bristol, Investment
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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.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&Cs, Privacy Policy, and Disclaimers, which can be found on our website.
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