Financial Planner – Are you looking for a competitive and flexible hybrid role with a distinguished financial services firm in Bristol? Celebrated for its unwavering commitment to providing outstanding financial planning solutions for high-net-worth individuals (HNW) and long-term private clients. With a strong focus on personalised service and customised financial strategies, they are dedicated to helping clients achieve their economic ambitions.
Position Overview:
They’re seeking an enthusiastic and skilled Financial Planner to join their prestigious team. In this role, you will manage an established portfolio of 100 HNW, long-term private clients, offering comprehensive financial planning and management services. This is an exciting opportunity for a talented professional to play a key role in delivering high-calibre financial solutions and fostering enduring client relationships.
Key Responsibilities:
- Manage and service a portfolio of 100 HNW, long-term private clients, providing tailored wealth planning and management services.
- Conduct in-depth client reviews and meetings, offering expert guidance on investment portfolios, retirement planning, estate planning, and other wealth management areas.
- Cultivate and strengthen client relationships, acting as a trusted advisor and delivering exceptional service.
- Collaborate with internal teams to ensure efficient service delivery and meet client needs.
- Remain informed about industry trends, regulatory developments, and best practices in wealth management to provide insightful advice to clients.
- Manage and service a portfolio of 100 HNW, long-term private clients, providing tailored wealth planning and management services.
- Conduct in-depth client reviews and meetings, offering expert guidance on investment portfolios, retirement planning, estate planning, and other wealth management areas.
- Cultivate and strengthen client relationships, acting as a trusted advisor and delivering exceptional service.
- Collaborate with internal teams to ensure efficient service delivery and meet client needs.
- Remain informed about industry trends, regulatory developments, and best practices in wealth management to provide insightful advice to clients.
- Chartered Financial Planner qualification. Candidates moving towards chartered status also considered.
- Proven experience managing and servicing a portfolio of high-net-worth clients, with several years in wealth planning and management.
- Strong understanding of financial products, investment strategies, and regulatory requirements.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proficiency in IT tools and systems, including the Microsoft Office suite.
- Competitive salary package based on experience and qualifications as a financial planner, ranging from £75,000 to £100,000. OTE with bonus up to £150,000.
- Comprehensive benefits package.
- Hybrid working model, offering flexibility between office and remote work.
- If you are an experienced Financial Planner passionate about providing exceptional service to high-net-worth clients, we invite you to apply for this exciting opportunity.