Financial Planner

JR United Kingdom; Bristol; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in wealth management is seeking a Financial Planner to join their growing team in Bristol. This newly created role offers an exciting opportunity to manage high net-worth clients with a provided client bank. The ideal candidate will possess a Level 4 Diploma and have a proven track record in delivering exceptional financial advice. The company promotes a flexible and hybrid working environment, along with generous annual leave and study support to foster professional development. If you are passionate and proactive about financial planning, this role could be your next step in a rewarding career.

Benefits

30 days annual leave plus bank holidays

Discretionary bonus

Flexible and hybrid working

Study support for development

Qualifications

• Experience managing high net-worth clients and delivering quality service.
• Level 4 Diploma qualified, preferably Chartered.

Responsibilities

• Provide holistic financial advice to high net-worth clients.
• Manage a client bank and ensure high-quality service delivery.

Skills

Client Service Skills

Holistic Financial Advice

Self-Motivation

Proactivity

Education

Level 4 Diploma

Chartered Qualification

Job description

I'm currently partnering with a leading wealth management firm who require a Financial Planner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this last year.

With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.

Requirements:

1. Experience of giving regulated advice and ideally CAS / SPS
2. Be able to demonstrate strong client service skills
3. Need to be passionate, proactive, and be able to self-motivate.
4. 30 days annual leave plus bank holidays.
5. Discretionary bonus.
6. Flexible and hybrid working - Bristol.
7. Study support to develop and progress.

The successful candidate will need to be local to Bristol and be Level 4 Diploma qualified, with a preference for Chartered.

If this role sounds like it could be for you, and you would like some more information please send your CV to [emailprotected]