Financial Planner

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

To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing Director.

Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and net flows per annum as agreed with your manager, however the focus on this role is on service and retention of existing assets.

This position requires occasional visits to the London office, so applicants must be within a commutable distance.

Key Responsibilities

• To 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

Regulatory responsibilities ¦ Compliance/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.


• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

As a Certified Person under SMCR, you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA certification function(s) that you perform, and ensure you meet and abide by the rules of the FCA’s fit and proper test, and comply with the FCA’s Conduct Rules. Additionally, you must ensure your compliance with all internal policies, procedures and standards.

About you ¦ Qualifications, skills and strengths

• 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 having or working towards Chartered status


• Excellent relationship developer through networking, leveraging existing contacts, 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

We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

The Company

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face‑to‑face services to enable strong, long‑term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long‑term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [e-mail].

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.