Current Vacancies
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Director
BH-2642 - Bristol - £45000 per Annum - Permanent
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Description: Senior Consultant/Associate Director/Director D.O.E (Financial Planning)
Location: Bristol
Salary: Negotiable (D.O.E)
This opportunity is ideal for a Senior Financial Consultant who is looking to join one of the countries leading Financial Services organisations. Based in Bristol you will play a vital role in the future of the organisations services and ensure that existing client relations are maintained.
Responsibilities:
The core function of this role (60%) is the provision of professional services to clients. You will meet existing & potential clients, obtain full background information and advise appropriately. You will also ensure that all client matters are dealt with efficiently, effectively and profitably. The rest of your responsibilities will be split evenly between Compliance, Staff Management, Business Development and Financial Management ensuring that the key facets of each of these factors are co-ordinated and completed to the highest level.
Skills:
Significant appropriate Industry experience in a similar role
Must have strong interpersonal and Client Management skills
Certificate in Financial planning, preferably PFS Diploma or Chartered Financial Planner
Graduate Trainee
JW-2586 - Somerset - £15000 per Annum - Permanent
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Description: Graduate Trainee - Financial Services
Salary: £15,000 + Study Support
Location: Yeovil
This is a brilliant opportunity to join a leading Financial Services company. This firm is totally independent of all banks and financial institutions and employs some of the most highly qualified financial specialists in the country. In light of this there is one of the first companies in the country to be awarded Corporate Chartered Financial Planner status.
By helping individuals, families and businesses to plan successfully for the future they have grown to become one of the largest independent financial advisers in the West Country.
This role will give you an opportunity to be involved in Investments and savings, Pensions, Tax planning and Inheritance Tax planning, Mortgages and commercial finance and Life insurance and health care
The company will offer a completive salary and study support to professional qualification within Financial Services
Skills:
Minimum 2.1 degree
An interest in Financial Services
Good communication skills
Flexible and proactive approach to problem solving
A team player
Client focused
Able to forge good relationships
As part of our candidate care process we aim to respond to all candidate job applications within 3 working days. If you have not been contacted within this timeframe your application has been unsuccessful on this occasion, however, we will continue to search for you and keep you informed of relevant roles.
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