Senior Financial Planner – Growth & Client Relationships

S&W; Bristol; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Bristol is looking for a Financial Planner to join their team. The role involves delivering personalized financial planning and wealth management advice to clients. Strong communication and analytical skills are essential, along with a level 4 qualification or above. The firm offers a competitive salary and benefits, including private medical insurance and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Qualifications

• Proven ability to deal with new and existing clients on a fee basis.
• Understanding and communication of advice practices clearly.
• Ability to analyse client information and make suitable recommendations.

Responsibilities

• Build and develop trusted relationships with clients.
• Deliver financial planning and wealth management advice.
• Manage comprehensive client records and ensure they are accurate.

Skills

Client relationship management

Analytical skills

Communication skills

Risk management

Education

Relevant level 4 qualification or above

Job description

A leading financial services firm in Bristol is looking for a Financial Planner to join their team. The role involves delivering personalized financial planning and wealth management advice to clients. Strong communication and analytical skills are essential, along with a level 4 qualification or above. The firm offers a competitive salary and benefits, including private medical insurance and a hybrid working model.