Chartered Financial Adviser
Chartered Financial Planner Bath Hybrid £70,000 + Starting Package + Existing Client Bank An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing and forward-thinking Chartered Financial Planning business. Following continued growth and a number of successful acquisitions, the business is investing heavily in expanding its advice team and is looking for a Chartered Planner who is passionate about delivering high-quality financial advice and building long-term client relationships. The Opportunity This is an excellent opportunity for a Chartered Financial Planner to join an established advice business with the benefit of an existing client bank, dedicated support and a clear long-term career path. You''ll inherit and develop existing client relationships while also having the opportunity to grow your own portfolio through referrals and new opportunities. The focus is on delivering excellent client outcomes and building trusted, long-term relationships rather than short-term sales. What We''re Looking For Chartered Financial Planner status (essential) Proven experience providing holistic financial planning advice Strong relationship management skills Ability to build trust and maintain long-term client relationships A client-focused approach with excellent communication skills Someone looking for a long-term opportunity within an established business What''s on Offer £70,000+ starting package depending on experience Existing ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!