Financial Planner

Job Description

We are seeking a Financial Planner to join our Bristol team. In this role, you will guide clients through their financial journey, providing expert advice on investments, retirement planning, and risk management. The ideal candidate will possess a keen understanding of financial markets and have strong interpersonal skills to foster lasting client relationships.

Responsibilities

• Utilize financial modeling to forecast clients' financial futures.
• Conduct regular reviews with clients to assess progress toward financial goals.
• Proactively identify opportunities for clients to optimize their financial health.
• Collaborate with legal and tax professionals on client matters.
• Provide training and mentorship to junior staff as needed.

Requirements

Education

• Bachelor's degree in Finance or a related discipline
• Master's degree or additional certifications are a plus

Experience

• 5+ years of experience in financial planning or wealth management

Technical Skills

• Wealth Management
• Taxation and Compliance

Soft Skills

• Interpersonal Skills
• Sales Skills

Certifications

• Investment Management Certificate (IMC)
• Chartered Wealth Manager (CWM)

Languages

• English: Fluent

Advantageous

• Knowledge of pension and retirement plans: Familiarity with various pension schemes and retirement planning strategies.
• Sales experience in financial markets: A background in sales within financial products or services.

Benefits

• Health and wellness benefits
• Flexible working hours and potential remote work options
• Employee assistance programme
• Opportunities for career advancement

Company Culture

• Integrity and Ethics: We are committed to operating with the highest ethical standards in all our interactions.
• Diversity and Inclusion: We celebrate diversity and strive to create an inclusive workplace for all employees.