_{01st October, 2025}

Opporunity 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 

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