Chartered Financial Planner

Cooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team.

This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate must also be able to generate new business, leads will be provided but business development and networking will be an important part of the position.

The successful candidate will have:

• At least 12 months working as a Financial Planner/ Adviser
• Fully qualified
• Ideally Chartered status or working towards this

In return our client can offer:

• Competitive salary
• Private medical insurance
• Flexible working
• Well being program
• Death in service
• Friendly and supportive team