Senior Financial Planner

JR United Kingdom; Bristol; On-site; GBP 100,000 - 120,000; Full time

Job summary

A leading UK wealth manager seeks an experienced Financial Planner in Bristol to manage and expand a portfolio of high-net-worth clients. This senior role offers a six-figure salary, bonuses based on client revenue, and significant career growth potential within a supportive environment.

Benefits

Six-figure basic salary

Bonuses based on client revenue

Corporate benefits

Career growth potential

Qualifications

• Established Financial Planner with experience in HNW client management.
• Track record of securing new business through networking.
• Chartered status preferred; Level 4 candidates working towards Chartered considered.

Responsibilities

• Manage existing HNW client portfolio and expand it.
• Provide full admin and paraplanning support.
• Develop new business through internal and external relationships.

Skills

Client Relationship Management

Networking

Business Development

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 for their Bristol office. The role involves 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 requiring someone with gravitas, experienced in working with HNW clients (minimum £500k investments, average around £1m).

Requirements

• You should be an established and experienced Financial Planner with a track record of working with HNW clients and capable of securing new business through internal stakeholder relationships and external networking and professional introducers.
• You must be Chartered qualified due to the client profile. However, candidates with a minimum Level 4 qualification and some AF exams completed, working towards Chartered status, will also be considered.

Why Join?

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

Next Steps

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