The Progress Shed
Financial Advisor
Job Location
Bristol, United Kingdom
Job Description
Opporunity to join an award-winning firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. They are an employee-owned firm and a certified B Corp, caring deeply about their social impact and the environment.
Outline of the Role
Take on existing review clients while focusing on building new business to expand your client bank
Work with a dedicated team for client support and collaborate on the continuous development of advice and investment proposition
Network and generate new business while upholding our company values of Integrity Financial Planner Requirements:
Qualified to level 4 CII Regulated Diploma in Financial Planning
Progressing towards Chartered status and have a good understanding of financial advice regulations
Based in Bristol and willing to network and generate new business
Minimum 5 years experience in a Financial Advice business with exceptional organisational and planning skills
Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
Experience in the financial advice process and a passion for collaboration and interaction with others Benefits
Annual salary – £39-56K plus benefits
Employee Ownership Trust profit share
DIS, Pension and PMI
Sick pay at full salary for 6 months
25 days holiday plus Bank Holidays.
Hybrid working
Location: Bristol, GB
Posted Date: 11/7/2024
Outline of the Role
Take on existing review clients while focusing on building new business to expand your client bank
Work with a dedicated team for client support and collaborate on the continuous development of advice and investment proposition
Network and generate new business while upholding our company values of Integrity Financial Planner Requirements:
Qualified to level 4 CII Regulated Diploma in Financial Planning
Progressing towards Chartered status and have a good understanding of financial advice regulations
Based in Bristol and willing to network and generate new business
Minimum 5 years experience in a Financial Advice business with exceptional organisational and planning skills
Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
Experience in the financial advice process and a passion for collaboration and interaction with others Benefits
Annual salary – £39-56K plus benefits
Employee Ownership Trust profit share
DIS, Pension and PMI
Sick pay at full salary for 6 months
25 days holiday plus Bank Holidays.
Hybrid working
Location: Bristol, GB
Posted Date: 11/7/2024
Contact Information
| Contact | Human Resources The Progress Shed |
|---|