Job Description

Our client is seeking a Financial Planner in Bristol area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling.

They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals.

Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships.

You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments and other financial needs.

This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank.

Financial Planner Requirements

• You must hold full Level 4 Diploma in financial planning or equivalent
• Ideally you should be Chartered or working towards
• You should have 5+ years’ experience as a Financial Advisor
• You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027
• You should be an advocate of using cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively
• You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills

Financial Planner Benefits

• Competitive salary of circa £80,000 - £90,000
• Salary increase in line with the growth of the recurring income you service
• OTE of £100,000+
• Generous bonus scheme to reward any new business written paid monthly
• Additional annual incentive available
• Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines

Company

This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

Locations

Bristol

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