Financial Planner (Investment Management)

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 be 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, maintaining high levels of Production, and ensuring accurate Data. You will receive full support to Progress into a Management role and lots of other benefits.This role would suit a Financial Planner or similar looking for an opportunity to take their career into Management level inside of a Relationship led financial company.The Role:Managing clients throughout the local area and BristolMaintaining high levels of production throughout the role and teamEnsuring all data is accurateOrganising and scheduling meetingsSupporting admin tasks related to financeBuild and maintain client relationshipsThe Person:Financial Planner or similarLevel 4 Financial Planning QualificationConfident in sourcing clients and maintaining relationshipsLooking to progress into a management roleCommutable to Weston-Super-MareReference: BBBH26979Finance, Financial Planner, Weston-Super-Mare, Somerset, Level 4 Qualification, ..... full job details .....