Senior Financial Planner

ZipRecruiter; Bristol; On-site; GBP 60,000 - 120,000; Full time

Job summary

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.

Benefits

Opportunités de progression de carrière

Soutien administratif complet

Bonification basée sur les revenus clients

Qualifications

• Expérience confirmée en tant que Financial Planner avec clients HNW.
• Capacité prouvée à sécuriser de nouveaux business.
• Préférés : qualifications imparties ou en cours pour devenir Chartered.

Responsibilities

• Gérer un portefeuille d'une partie de clients HNW.
• Développer le portefeuille client par des relations et du réseautage.
• Bénéfice d'un soutien administratif et paraplanning.

Skills

Networking

Stakeholder management

Client relationship management

Education

Chartered qualification or Level 4 qualification

Job description

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

• You will be an established and experienced Financial Planner, accustomed to working with HNW clients, with a proven ability to secure new business through internal stakeholder relationships and external networking and professional introducers.
• You will be Chartered qualified, reflecting the nature of the clients served. However, consideration will also be given to candidates with a minimum Level 4 qualification and some AF exams completed, who are on their way to becoming Chartered.

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.