Job Description
Job Title: Financial Planner
Location: Bristol
Salary: £50,000 - £60,000
Reference: 10243
Recruit UK are working with a highly respected, independent financial planning firm with a strong regional presence and an excellent reputation for client outcomes and adviser support.
This is a business that has built its success on long-term client relationships, a modern and efficient advice process, and a genuine commitment to delivering high-quality financial planning. With a well-established client base, continued growth, and significant investment in technology and infrastructure, they provide advisers with everything needed to succeed, without the usual administrative burden.
You'll be joining a collaborative and forward-thinking team where client care, professionalism, and development are at the core of the business. The firm is known for its structured advice approach, strong compliance framework, and commitment to ongoing professional development, including support towards Chartered status.
If you're looking to step into a role where you can focus on advice, inherit clients, and benefit from a business that is actively growing and investing in its people, this could be an excellent next move.
What's on Offer:
- Competitive starting salary £50,000-£60,000
- Exiting client base, and opportunities for new business
- Travel expenses covered to meetings, and their Cheltenham office
- Supportive, professional working environment
- Back office support
- 5% matched pension
- 33 days holiday (inc BH) extending with service
- DIS
- Hybrid working
- Full study support towards Chartered if desired
About you:
- Level 4 Diploma in Regulated Financial Planning
- Currently a Financial Adviser
- Must have a UK driving licence
- Commitment to building and supporting existing book, as well as a desire and drive to bring in new business
- Happy to travel to meetings and attend the Cheltenham office (around once a week)
