Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected in Bristol as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move.
This opportunity is best suited to an experienced Financial Planner who values deep client relationships, structured financial planning and long term career progression, rather than short term transactional advice. While this is not an immediate vacancy, the business is building a pipeline of high quality Financial Planners ahead of anticipated growth later in the year.
As a Financial Planner, you would be responsible for delivering holistic, goals based financial planning, supported by robust cashflow modelling and a well governed investment proposition. You would typically take over an existing client bank as new capacity is created through organic growth or acquisitions, with an expectation to further develop relationships through ongoing reviews and referrals.
Key features of the Financial Planner role include
- A strong emphasis on full financial planning rather than product sales
- Time to focus on client conversations, supported by paraplanners, administrators and advanced technology
- Established investment solutions designed to support client goals
- Clear long term progression as the business continues to scale
This Financial Planner opportunity will appeal to advisers who enjoy structure, planning depth and being part of a business that invests heavily in systems and infrastructure to increase adviser capacity.
Financial Planner Requirements
Essential
- Level 4 Diploma in Financial Planning or equivalent
- Experience working as a Financial Planner within an IFA or wealth management firm
- Strong understanding of holistic financial planning and cashflow modelling
Desirable
- Chartered status or working towards
- Experience managing and developing an ongoing client bank
The Company
A well established national financial planning business with a strong reputation for planning led advice, investment governance and scalable infrastructure. Growth is driven through a combination of organic expansion and acquisitions, creating future opportunities for experienced advisers.
Financial Planner Benefits
- Competitive salary of circa £70,000 - £90,000
- OTE typically exceeding £100,000 for established Financial Planners
- Monthly bonus on new business and additional annual incentives
- Salary progression linked to recurring income growth
- Full back office support, modern systems and streamlined processes
- Private medical cover, life assurance, income protection and 28 days holiday plus bank holidays
Location
Bristol and surrounding areas, with flexibility for hybrid working.
If you are a Financial Planner open to exploring future opportunities in Bristol, apply now to register your interest.
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