Wealth Planner - Bristol - £80k-£120k

£80,000 - £120,000 yearly
  • Recruit UK
  • Bristol, UK
  • 06/09/2019
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Wealth Planner

Industry: Financial Services

Location: Bristol

Salary: up to £120,000

Reference Number:13704

Job Description:

Recruit UK are working on an excellent opportunity for a Wealth Planner in Bristol to join a Wealth Management Firm.


This firm specialises in really understanding their clients' needs and the purpose that their wealth serves by helping them to avoid financial setback and address their key concerns for maintaining, protecting and growing their wealth.


By creating bespoke written financial plans and using technical knowledge and capabilities you will see yourself helping your clients make prudent investment decisions to maintain their quality of life.


As a wealth planner, you will be working co-creatively with your clients, helping them develop a framework and provide answers to understanding their financial assets and goals.


As a fee-only and wholly independent business this allows you to to provide high-quality service without a conflict of interest, clients have an unclouded view of objectives and an unlimited choice of planning strategies, solving complex planning issues will enable you to help your clients save a significant cost!


If you have experience of working with clients who have a minimum of 1 Million AUM to invest and want to join a firm that prides themselves on meeting and exceeding client’s expectations, then look no further!

What’s in it for you:

  • Opportunity to take on an existing client bank
  • Paraplanning and administration support
  • Client attraction and marketing support


Skills and experience required:

  • Diploma (Dip PFS) or equivalent, ideally Chartered status
  • Proven ability to deal with new and existing clients on a fee basis
  • Ability to work under pressure and to meet deadlines
  • Ability to understanding and communicate advice practices and processes clearly and effectively
  • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions
  • Have experience of working with UHNW clients.


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm based in Bristol on a Wealth Planning role.


Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Mention Financial Planning Jobs when you apply