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Financial Planner

Company

Cornish-Vaughan Associates

Location

bristol, bristol

Posted

June 08, 2026

Position Overview

Our Client:


Our client is a unique international Financial Planning business specialising in Expat International Planning, Wealth & Investments and Pensions & Estate Planning.


Job Description:


A brilliant opportunity has arisen for an employed Financial Planner to provide regulated financial planning services to existing/new clients. Working within the adviser network this individual will utilise their previous knowledge and experience to build on existing client relationships, leveraging commercial thinking and best advice for clients.


The Successful Applicant:


Essential


  • Financial Planning Certificate (FPC) – Chartered Insurance Institute (CII).
  • or Certificate in Financial Advice (CeFA) – Institute of Financial Services.
  • Minimum 2 years previous experience within Financial Services.
  • Working towards R01, R02, J10, J12 or...

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