Senior Financial Planner

JR United Kingdom; Scotland; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning company in the UK is seeking a Senior Financial Planner for their Bath office. The successful candidate will manage a portfolio of high-net-worth clients and play a key role in expanding the client base. This position offers a competitive salary, bonuses, and significant opportunities for career development.

Benefits

Competitive salary

Bonuses

Career development opportunities

Qualifications

• At least 8 years of experience in holistic financial planning.
• Experience dealing with high-net-worth clients.
• Chartered status or higher qualification required.

Responsibilities

• Manage an existing portfolio of high-net-worth clients.
• Expand the client base.
• Receive full paraplanning and administrative support.

Skills

Holistic financial planning

Client management

Portfolio management

Education

Chartered status or higher qualification

Job description

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Opportunity: Senior Financial Planner

We are collaborating with a large, award-winning regional financial planning company to recruit an experienced Senior Financial Planner to join their Bath office. The role involves managing an existing portfolio of high-net-worth (HNW) clients and expanding the client base. You will receive full paraplanning and administrative support.

Requirements

• At least 8 years of experience in holistic financial planning
• Chartered status or higher qualification
• Experience dealing with HNW clients with diverse advice needs

About the Company

This company has a strong reputation as one of the leading wealth planning organizations in the region. They have ambitious growth plans over the next decade and offer significant opportunities for career development. The package includes a competitive salary, bonuses, and benefits.

Next Steps

If you possess the relevant skills and experience and are interested in this exciting opportunity, please apply or contact us for more information.