• Paul Hulance

Chartered Financial Planner - Bristol - circa £60k + bens

Job Ref: AH0619


Clark James are delighted to be working with an Independent Financial Planning specialist who cover the South West and are seeking an experienced Chartered Financial Planner.

The Role

Working as Chartered Financial Planner, you will be within a specialist role, reporting to the Head of Financial Planning, working closely alongside the existing team of advisers and SSAS team.

You will be providing specialist financial planning advice to both personal and corporate clients. Specialist areas that you will cover include: Corporate advice (use of SSAS/SIPP, business planning, protection and employee benefits) and Personal advice (later life care, equity release, trusts).

Candidate Requirements

We are seeking a talented and experienced Chartered Financial Planner who holds the following:

· Statement of Professional Standing (SPS)

· Competent Advisor Status (CAS)

· Chartered Status

· Equity Release (and mortgages)

You will be a career dedicated, ideally with an existing transferable client bank. Our client has a small “family feel” environment and embrace full Lifestyle and Financial Planning to truly understand what matters most to their clients, to deliver a personal service, and are looking for someone to join their team who has the same ethos.


To apply, please forward an up to date CV including the job reference, to alice.hadley@clarkjames.co.uk

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please Note

All applications received will be dealt with in the strictest confidence.

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.


Alice Hadley

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01673 847140

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