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 Exeter 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.
