Senior Financial Planner

Nigel James Associates Ltd; Bath; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in Bath is seeking a Senior Financial Planner to manage a portfolio of high-net-worth clients while expanding the client base through effective networking and marketing. The ideal candidate will possess over 5 years of experience in financial planning, be at least Level 4 qualified, and excel in client management. This role offers a competitive salary, bonuses, and comprehensive support. Exciting growth opportunities await the right candidate.

Benefits

Competitive salary

Bonuses

Full paraplanning support

Qualifications

• 5+ years experience providing holistic financial planning services.
• Level 4 qualified and progressing towards Chartered status.
• Experience dealing with HNW clients.

Responsibilities

• Manage a portfolio of HNW clients.
• Grow client book through marketing campaigns and networking.
• Receive full paraplanning and admin support.

Skills

Holistic financial planning services

Client management

Networking

Education

Level 4 financial qualification

Job description

Role

We are working with a large award winning financial planning company to secure an experienced Financial Planner, at a senior level, to join them. The role will be taking over a portfolio of HNW clients whilst proactively growing your client book through various sources including central marketing campaigns and networking in the local region working with professional introducers, and being involved in networking groups. You will be provided with full paraplanning and admin support.

Requirements

To be considered for this role you will have or must be :

• 5 years plus experience providing holistic financial planning services
• Level 4 qualified and on your way to Chartered, if not Chartered already
• Used to dealing with HNW clients with varied advice needs

Why join?

This company has a fantastic reputation of being one of the leading wealth planning organisations in the local region. They have ambitious growth goals for the next 5 years and offer plenty of opportunity and scope for the right people joining at this exciting time. For the right person, our client is looking to offer a fantastic basic salary plus bonuses and benefits.

What next?

If you are interested in finding out more about this exciting and unique opportunity, and you have the relevant skills and experience, please apply and / or get in touch!