Senior Financial Planner

Amber River Shipman Wealth; Bath; On-site; GBP 40,000 - 55,000; Full time

Job summary

Amber River Shipman Wealth is seeking a Marketing Manager to join their team in Bath. This role offers a unique opportunity to leverage existing client relationships and utilize innovative financial planning software. The successful candidate will work in a supportive environment that values networking and client retention while achieving performance benchmarks on revenue and compliance. A strong background in the finance industry with relevant certifications is essential, coupled with excellent analytical and communication skills.

Benefits

Employer pension contribution of 5%

25 days annual leave (plus Bank Holidays)

Option to buy or sell 5 additional days

Christmas closure with gifted annual leave

Exam support and structured CPD programs

Volunteering day off per year

Social events planned by employees

Qualifications

• Minimum Chartered or close, support for achieving advanced certifications.
• Full understanding of the industry and rules that govern.
• Ability to network and influence effectively.

Responsibilities

• Deliver tailored financial advice aligned with FCA regulations.
• Identify financial planning needs for existing clients and ensure client satisfaction.
• Communicate understandable recommendations to clients.

Skills

Analytical ability

Communication

Teamwork

Networking

Self-motivation

Education

Chartered or close to Chartered

Tools

PlannerPal

Conquest

PowerBI

Job description

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Marketing Manager and Co-Chair of Charity Committee

This is an incredible opportunity for an ambitious, experienced planner looking for the next step. The opportunity will allow you to grow your business with access to an existing client bank, ensuring immediate engagement opportunities.

We support networking through company sponsored events and partnerships with local and national businesses.

We encourage building relationships via digital tools such as Conquest for client retention, and using platforms like LinkedIn for referrals, professional connections.

You will be equipped with leading financial planning software like PlannerPal, Conquest, and CRM tools like PowerBI. Along with being provided training on AI-driven tools for personalised client solutions.

Key Responsibilities

• Deliver tailored financial advice aligned with FCA regulations.
• All potentially suitable solutions considered, and research of market evidenced.
• Identify financial planning needs for existing clients.
• Easily understandable recommendations communicated to clients in all cases.
• Meet performance benchmarks such as revenue targets, compliance and client satisfaction scores.
• Maintain ethical standards and disclose any disciplinary actions as per professional guidelines.

Knowledge & Experience

• Minimum Chartered or close, with support for achieving advanced certifications like CFP or Chartered Financial Planner.
• Passion for industry – full understanding of the industry and the rules that govern and guide. A curiosity for how the role can deliver more for our clients.
• Analytical ability – verbal, numerical and IT.
• Ability to network and influence.
• Communication – being able to adapt the way we communicate to the person in front of you, this is especially important when relaying complex information.
• Teamwork – helping others and always making sure we treat others as we would want to be treated.
• Organised and self-motivated – plan for success.

The Package

• Dependant on experience

Bonus

• To be confirmed
• Pension: Employer contribution of 5% with salary sacrifice for Employee contributions
• 25 days annual leave (plus Bank Holidays) with opportunity to buy or sell a further 5 days
• 3 days “gifted annual leave” for Christmas closure
• Exam support
• Structured CPD programs to stay updated on industry trends
• Volunteering day off per year
• Social committee with at least 2 employee planned social events a year
• Once settled into the role, you will be able to work from home or any of our offices

How we select one another?

We recognise that choosing your next career move isn’t something to take lightly, therefore through our recruitment process we want to explore with you what you most value and understand your career aspirations.

Our selection process is really simple:

• Send us a copy of your CV with a covering lettering setting out your reasons why you wish to apply.
• We’ll arrange a 1hr virtual interview over teams to explore your background and experience and motivations for the role – importantly, it’ll be an opportunity for you to ask us questions about the business and the role!
• Subject to all of us wanting to take this further, we’ll invite you for a final stage meeting.

From application to final stage interview, we aim to complete this within two weeks!

Contact

Kate Hosker, Head of HR

[e-mail]

Diversity, equity & inclusion (DEI) is a fundamental priority for Amber River. Our philosophy focusses on embedding inclusive behaviours and processes across every element of our business practices, internally and in our work with candidates. Amber River is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.

If you require any assistance or support at any stage of the recruitment process please let us know.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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