Financial Planner: Path to Management in Investment

Ernest Gordon Recruitment Limited is seeking a Financial Planner (Investment Management) in Weston-Super-Mare. You will manage clients, drive production, and maintain accurate data while supporting administration. The role offers progression into a management position and a generous benefits package.

The candidate should have Level 4 Financial Planning and be confident in sourcing clients and cultivating relationships with local clients and Bristol-area prospects.

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