Financial Planning Associate - Bristol
Bristolonsitejunior
Posted 3w ago · via Teamtailor
About this role
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm. About the role This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, South West, gaining exposure to high‑net‑worth clients and complex planning scenarios. Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Bristol. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
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