At a Glance
- Tasks: Deliver holistic financial planning advice to high-net-worth clients and build long-term relationships.
- Company: Join a leading UK private bank and wealth management firm with a collaborative culture.
- Benefits: Competitive salary, performance-related bonus, private healthcare, and flexible working options.
- Other info: Excellent career progression opportunities available at various levels.
- Why this job: Make a real impact by helping clients achieve their financial goals in a respected environment.
- Qualifications: Chartered Financial Planner status preferred; strong experience with high-net-worth clients required.
The predicted salary is between 56700 - 69300 £ per year.
Chartered Financial Planner / Senior Chartered Financial Planner / Director, Financial Planning
Location
- Bristol or Exeter
- A leading UK private bank and wealth management firm is looking to appoint an experienced
Chartered Financial Planner to join its growing Wealth Planning team.
- Whether you're an established
- Chartered Financial Planner , a
- Senior Chartered Financial Planner , or operating at
Director level, this is an excellent opportunity to work with high-net-worth and ultra-high-net-worth clients as part of a collaborative team alongside Private Bankers and Investment Managers.
The Opportunity
You'll play a key role in delivering holistic financial planning advice, helping clients achieve their long-term financial objectives through tailored, compliant and commercially focused solutions.
This is a relationship-led position where you'll work closely with colleagues across banking and investment management to identify opportunities and provide an exceptional client experience.
Key Responsibilities
- Deliver holistic financial planning advice to High-Net-Worth clients.
- Build long-term trusted relationships with clients and professional introducers.
- Work collaboratively with Relationship Managers and Investment Managers to identify planning opportunities.
- Generate fee-based financial planning business and support business growth.
- Provide technically robust, compliant and client-focused advice.
- Prepare and maintain high-quality suitability reports and client documentation.
- Maintain accurate client records and manage the full advice process.
- Ensure all advice is delivered in line with FCA regulations and internal governance standards.
- Contribute to the ongoing development of the firm's financial planning proposition.
About You
Chartered Financial Planner (Level 6) is desirable, however close to Chartered status individuals might be considered.
- Strong experience advising High-Net-Worth clients on holistic financial planning.
- Excellent knowledge of pensions, investments, tax planning, protection and estate planning.
- Strong understanding of FCA regulation and the financial planning advice process.
- Experience using cashflow modelling software.
- Excellent communication and relationship management skills.
- Commercially minded with the ability to identify and develop new opportunities.
- A collaborative approach with the ability to work effectively within a multidisciplinary team.
- What's on Offer
- Competitive basic salary.
- Performance-related bonus.
- Private healthcare.
- Generous pension contribution.
- Life assurance.
- Flexible benefits package.
- Hybrid working.
- Excellent career progression, with opportunities available at
- Chartered Financial Planner ,
- Senior Chartered Financial Planner and
Director level.
- The opportunity to work with an established portfolio of High-Net-Worth clients within a highly respected private wealth environment.
- About Bayford Hale
Bayford Hale is a specialist recruitment and executive search firm dedicated to the Financial Planning, Wealth Management, Private Banking, Asset Management and Family Office sectors.
We partner with some of the UK's most respected financial institutions, helping experienced professionals take the next step in their careers through a confidential and consultative recruitment process.
If this opportunity is of interest, or you'd like to discuss the wider market, please apply or contact Bayford Hale for a confidential conversation.
Chartered Financial Planner in Bath employer: Bayford Hale
At Bayford Hale, we are committed to fostering a dynamic and inclusive work culture that empowers our employees to thrive. As a Senior Product Owner in Lending based in Edinburgh, you will benefit from a hybrid working model, competitive remuneration, and opportunities for professional growth within a supportive environment. Our focus on collaboration and continuous improvement ensures that you will play a pivotal role in shaping innovative lending solutions while enjoying the unique advantages of working in a vibrant city known for its rich history and culture.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bayford Hale. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Financial Planner in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bayford Hale.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bayford Hale's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bayford Hale
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bayford Hale.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bayford Hale will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bayford Hale employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
