Client-Centric Financial Planner (Remote)

TrinityBridge; Greater London; Hybrid; GBP 42,000 - 68,000; Full time

Benefits offered by this job

Flexible working options

Job summary

TrinityBridge is seeking an experienced Wealth Planner to build trusted relationships with an existing client bank while developing new assets and fees. The role focuses on service and retention, with occasional visits to the London office.

You’ll plan and execute the annual business plan, provide high-quality remote advisory services, and ensure timely client reviews. You will maintain regulatory standards, hit KPIs, and work collaboratively with the team to grow ongoing fees and net flows.

Qualifications

• Experience advising clients over a number of years in an ongoing advisory manner.
• The ability to advise and handle a large book of clients.
• Diploma or equivalent Level 4 and working towards Chartered status.
• Excellent relationship developer through networking, referrals and incremental business from existing clients.
• Ability to deliver a holistic client financial planning experience.
• Highly motivated self-starter and a strong team player.
• Strong Financial Wellbeing skills and knowledge.
• Commercial thinker with strong new business acumen.
• Comfortable working under manageable pressure to achieve KPIs.
• Well organised, excellent administration ensuring deadlines are consistently met.

Responsibilities

• Plan, implement and execute the annual Business Plan in line with your agreed individual targets.
• Service a provided bank of existing clients with compliant and good quality advice remotely (via telephone and video conferencing).
• Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances
• Remain compliant – measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS
• Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS)
• Grow both the total and average ongoing Financial Planning fees across all retained clients.
• Work in partnership with all team members, sharing best practice and developing client acquisition strategies
• Execute a client centric migration process on an ongoing basis as required

Skills

Advising clients

Large client book

Relationship development

Financial wellbeing knowledge

New business acumen

Pressure management

Organisation & administration

Education

Level 4 Diploma

Chartered status (in progress)

Job description

TrinityBridge is seeking an experienced Wealth Planner to build trusted relationships with an existing client bank while developing new assets and fees. The role focuses on service and retention, with occasional visits to the London office.

You’ll plan and execute the annual business plan, provide high-quality remote advisory services, and ensure timely client reviews. You will maintain regulatory standards, hit KPIs, and work collaboratively with the team to grow ongoing fees and net flows.