Financial planner Work, Jobs in Brent Knoll, Som (with Salaries)

Financial Planner
Partnership Recruitment —Sandford
- Business development
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Team management
- Training & development
- Leadership
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Writing skills
- Presentation skills
Senior Paraplanner
PKF Francis Clark —Taunton
- Hybrid work
4d
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Financial services
- AI
Senior Client Services Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Continuous improvement
- Work from home
Quick apply
1d
Paraplanner - Bristol/Plymouth
Atomos —Bristol
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
4d

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Financial Adviser/Financial Planner
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Offer financial recommendations - Utilise your knowledge of financial markets, investment products and asset allocation strategies to provide, with the help of…
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Financial Planner
Partnership Recruitment —Sandford
A genuine belief in holistic, client-centred financial planning. Proven experience advising clients across pensions, investments and protection.

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Financial Planner

Partnership Recruitment
Sandford

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Job details

Self-employed

Qualifications

Pension
Financial advisory experience
Client engagement
Business development
Partnership building
Relationship management

Full job description

The opportunity

This is a self employed role, hybrid working in the Sandford, Winscombe area. (BS25)

Boutique Practice | Entrepreneurial Opportunity | Equity Potential

Qualifications and experience are important, but they are only part of the picture. We're looking for someone who wants more than simply servicing an existing client bank.
The ideal candidate will combine technical competence with an entrepreneurial mindset. Someone who sees opportunities, enjoys building relationships, and wants to play a meaningful role in the growth and future direction of a successful practice.

This isn't simply a role for an adviser who wants to maintain the status quo.
For the right individual, this is an opportunity to become an integral part of the firm's future growth. We are looking for someone who wants to help build a highly respected financial planning business and share in the success they help create.
With share options available and a clear long-term vision for growth, this role offers the potential to move beyond employment and become a genuine stakeholder in the future of the business.

What will you need to succeed?

A genuine belief in holistic, client-centred financial planning
Level 4 Diploma in Financial Planning as a minimum, with Chartered or Fellowship ambitions welcomed
Proven experience advising clients across pensions, investments and protection
Strong interpersonal and relationship-building skills, with the ability to earn trust and create long-term client partnerships
A commercial and entrepreneurial mindset, with the desire to contribute to the growth and development of the business
The confidence to identify opportunities, generate referrals and help build your own client relationships over time
A collaborative approach and willingness to contribute ideas that improve both client outcomes and business performance
High professional standards, personal integrity and a commitment to delivering exceptional client experiences
Comfort using modern financial planning technology and digital advice tools

Why us?

Perhaps you've reached a stage in your career where you want more influence over the business you work within. You want your ideas heard, your contribution recognised, and the opportunity to help shape the future of a growing practice rather than simply operate within someone else's framework.
If you're entrepreneurial by nature, enjoy building relationships and want to create long-term value for both clients and you, this could be the opportunity you've been looking for.

Apply Now

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financial planner jobs in brent knoll, som

Financial Planner

Financial Planner

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Client Administrator Team Leader - Financial Planning - Bristol

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Senior Paraplanner

Client Administrator - Bristol

Senior Client Services Administrator

Paraplanner - Bristol/Plymouth

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