Financial Planning Director

Posted 4 March by Recruit UK

Job Title: Financial Planning Director

Industry: Financial Planning

Location: Bristol

Salary: £75,000 - £105,000

Reference number: 14629

Job Description:

An exciting opportunity has come up with one of our leading Financial Planning firms in Bristol on a Financial Planning Director role!

Award-winning fully integrate Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c £22 Billion AUM.

They are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients.

The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducers and new business development.

What’s in it for you:

  • Salary circa £100k
  • Discretionary bonus
  • Clear cut progression up to Director/Partner level
  • Full back office support (1 paraplanner + 1 admin per adviser)
  • Existing client portfolio
  • High level of referrals from established introducers, Investment Manager and Marketing team
  • Dedicated Investment Manager to deliver bespoke advice to clients

Skills and experience required:

  • Hardworking, self-motivated professional
  • Experience providing complex, holistic financial advice to HNW clients
  • Chartered through CII or working towards
  • Dynamic individual who can identify and action business opportunities

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 Financial Planning Firm based in Bristol on a Financial Planning Director 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.

Required skills

  • Advice
  • Existing Clients
  • Financial Planning
  • Financial Services
  • Investment

Application question

Do you have current financial planning experience?

Reference: 40088422

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