Financial Planner, taking on £50m of FUM, Bristol (40% bonus on all new business)

Financial Planner taking over £50m of FUM

Bristol

£65,000 - £85,000, 40% bonus on new business and benefits.

About the Firm ✅

• A mid-tier independent wealth management business with great ambitions to expand.
• Supported exceptional back-office support with a 2 week turn around for reports.
• Ability to manage your own diary and operate in a flexible working environment.
• This firm is dedicated to creating a high-performing yet dynamic environment, dedicated to creating a forward-thinking and collaborative workplace

Position overview ✅

Inherit a book of £50m of FUM.

Grow and develop the portfolio.

Flexible working environment – Home or Office-based

Modern tech with unrivalled support and 2 week turn around for reports.

Contact Ricardo Manouchehri for more details.