Investment Management Financial Planner | Growth to Lead

Company: Ernest Gordon Recruitment
Apply for the Investment Management Financial Planner | Growth to Lead
Location: Bath
Job Description:

Ernest Gordon Recruitment is partnering with a relationship-led financial firm in Weston-Super-Mare to recruit a Financial Planner (Investment Management). You will manage local clients and contribute to growth while progressing into a management role.

The role offers £65,000 to £70,000 plus a generous holiday scheme and pension. Candidates should hold Level 4 Financial Planning Qualification and be confident in sourcing clients and maintaining relationships; commutable from Weston-Super-Mare.

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Posted: September 22nd, 2026