Senior Financial Planner: Grow Client Wealth (Hybrid)

Evelyn Partners; Bristol; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in Bristol seeks a talented Financial Planner to deliver personalized financial planning and wealth management advice. The role involves building trusted relationships with clients, executing business plans, and ensuring accurate record-keeping. Ideal candidates will have a Level 4 or higher qualification and strong communication skills. The position offers a competitive salary, private medical insurance, and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven ability to deal with new and existing clients on a fee basis.
• Technical knowledge of financial planning strategies and solutions.
• Experience in risk management frameworks.
• Strong written and verbal communication skills.

Responsibilities

• Build and develop trusted relationships with current and potential clients.
• Deliver financial planning and wealth management advice.
• Support client needs and execute the annual business plan.
• Ensure accurate client records and reviews are conducted.

Skills

Client relationship management

Financial planning strategies

Analytical skills

Communication skills

Client service ethic

Pressure management

Education

Level 4 qualification or above

Job description

A leading wealth management firm in Bristol seeks a talented Financial Planner to deliver personalized financial planning and wealth management advice. The role involves building trusted relationships with clients, executing business plans, and ensuring accurate record-keeping. Ideal candidates will have a Level 4 or higher qualification and strong communication skills. The position offers a competitive salary, private medical insurance, and a hybrid working model.