Senior Financial Planner

JR United Kingdom; Bath; On-site; GBP 80,000 - 120,000; Full time

Job summary

Une entreprise de gestion de patrimoine de premier plan au Royaume-Uni recherche un Financial Planner expérimenté pour son bureau de Bristol. Ce poste senior vous permet de gérer un portefeuille de clients à forte valeur nette tout en développant de nouvelles affaires. Avec un salaire de six chiffres et un bonus basé sur les revenus, cette opportunité offre un fort potentiel de revenus et de croissance de carrière au sein d'une entreprise valorisant ses employés et ses clients.

Benefits

Package salarial compétitif

Bonus basé sur les revenus

Avantages d'entreprise

Qualifications

• Expérience significative en planification financière avec des clients HNW.
• Capacité à établir de nouvelles relations professionnelles.
• Qualifications nécessaires pour servir une clientèle HNW.

Responsibilities

• Gérer un portefeuille existant de clients HNW.
• Développer de nouveaux clients à travers le réseautage et des relations internes.
• Travailler au sein d'une équipe pour atteindre des objectifs de revenus.

Skills

Relationship Building

Networking

Client Management

Education

Chartered Qualification

Level 4 Qualification

Job description

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Nigel James Associates is collaborating with a top UK wealth manager to secure an experienced Financial Planner to join their Bristol office. The role involves taking over a portion of an existing client portfolio of HNW clients while proactively building the book. Full admin and paraplanning support will be provided. This is a senior position within the team/business, requiring someone with gravitas experienced in working with HNW clients (minimum £500k investments, with the average around £1m).

Requirements

• You should be an established and experienced Financial Planner used to working with HNW clients and capable of securing new business through internal stakeholder relationships and external networking and professional introducers.
• You should be Chartered qualified due to the client base. However, consideration will be given to candidates with at least a Level 4 qualification and some AF exams completed, who are on their way to Chartered status.

Why Join?

The package includes a six-figure basic salary plus bonus based on total client revenue (new and existing fees), along with corporate benefits. This is an exciting opportunity for an experienced Financial Planner to establish themselves within a company that prioritizes both clients and employees, offering excellent earnings and career growth potential.

What Next?

Please apply below or contact our team at Nigel James Associates to learn more.