Wealth Planner for High Net Worth Clients - Growth Role

Premier Jobs UK; Bradford-on-Avon; On-site; GBP 40,000 - 60,000; Full time

Job summary

A local financial planning firm in Bradford-on-Avon is looking for Financial Planners to support its growth. The ideal candidate will manage an existing portfolio and be responsible for client retention and growth. Candidates must hold a Level 4 Diploma in Financial Planning and ideally have advanced qualifications towards Chartered status. This role offers back-office support and the opportunity to work with high-value clients. Join a team that prioritizes client relationships and professional development.

Qualifications

• Must be Level 4 Diploma qualified and ideally with advanced qualifications towards Chartered status.
• Experience in providing financial advice to clients is essential.
• Proven ability to manage client relationships effectively.

Responsibilities

• Service, retain, and grow an existing client portfolio.
• Utilise referrals, networking, and marketing initiatives to attract new clients.
• Work with technical support staff to provide effective service.

Skills

Client relationship management

Financial planning

Networking

Education

Level 4 Diploma in Financial Planning

Advanced qualifications towards Chartered status

Job description

A local financial planning firm in Bradford-on-Avon is looking for Financial Planners to support its growth. The ideal candidate will manage an existing portfolio and be responsible for client retention and growth. Candidates must hold a Level 4 Diploma in Financial Planning and ideally have advanced qualifications towards Chartered status. This role offers back-office support and the opportunity to work with high-value clients. Join a team that prioritizes client relationships and professional development.