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Une société de gestion de patrimoine recherche un Financial Planner expérimenté pour rejoindre son bureau de Bristol, visant à gérer et développer un portefeuille de clients très riches. Ce poste senior offre un salaire de base à six chiffres, des primes basées sur les frais clients, et des avantages d'entreprise, montrant un engagement envers l'évolution de carrière et la satisfaction client.
Job Description
Role
Nigel James Associates are collaborating with a top UK wealth manager to secure an experienced Financial Planner to join their Bristol office. The role will involve taking over a portion of an existing client portfolio of HNW clients while proactively expanding the book. Full admin and paraplanning support will be provided. This is a senior position within the team/business, seeking someone with gravitas who is experienced in working with HNW clients (minimum £500k investments, with the average around £1m).
Requirements
Why Join?
The package includes a six-figure basic salary plus bonus, based on total client revenue (both 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 strong earnings potential and career progression.
What Next?
Please apply below or contact one of our team members at Nigel James Associates to learn more.