*Qualified to level 4 CII Regulated Diploma in Financial Planning
*CAS Status
*Bristol based
*Exisiting client bank and support to grow bank of clients
*Chartered Status or working towards
*Delivering hgh quality of services
Opportunity 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