At a Glance
- Tasks: Build and manage a network of professional introducers to grow your client base.
- Company: Join a leading wealth management firm with a strong reputation in the UK.
- Benefits: Earn a competitive salary, significant bonuses, and enjoy flexible hybrid working.
- Other info: Dynamic role with excellent growth potential and support from a well-resourced team.
- Why this job: Make a real impact by helping high-net-worth clients achieve their financial goals.
- Qualifications: Must have Level 4 qualification; Chartered status is a plus.
The predicted salary is between 100000 - 120000 € per year.
FINANCIAL PLANNER – GROWTH ROLE
£SIX FIGURE BASIC | SIGNIFICANT BONUS POTENTIAL | BRISTOL | LEADING WEALTH MANAGER
If you are a Financial Planner who genuinely enjoys winning new business, someone who is energised by building relationships, opening doors, and growing a client base, then this role is one to take note of...
My client is one of the UK's most respected wealth management businesses and is looking for a growth-focused Financial Planner to join their team. You will hit the ground running with a partial portfolio of existing HNW clients to build from, and then grow that book significantly through professional introducer relationships, internal referrals from Investment Managers, client events, seminars, webinars, and your own commercial initiative. The bonus structure reflects the ambition of the role, rewarded strongly on new business and existing revenue, with significant earning potential for the right person.
The role:
- Building and managing a professional introducer network (solicitors, accountants, corporate advisers) generating a consistent pipeline of new HNW client opportunities
- Working closely with the Investment Management team to convert internal referrals and collaborate on joint client relationships
- Organising and hosting networking events, seminars and webinars to raise profile and generate leads across the South West
- Growing introductions and referrals from your existing client base by delivering exceptional outcomes and asking for advocacy at the right moments
- Owning your new business plan, pipeline and growth targets, with the support of a well‑resourced distribution strategy behind you
- Delivering high‑quality, compliant financial planning advice across the full range of client needs
What we're looking for:
- An experienced Financial Planner with a genuine hunger for business development and a track record of growing client books
- Well‑connected in the professional introducer community – someone with existing relationships or the credibility and drive to build them quickly
- Level 4 qualification as a minimum. Chartered or advanced qualifications would be a real advantage
- Strong technical knowledge and the ability to deliver high‑quality, compliant advice to HNW private clients
- Commercially minded, self‑motivated and comfortable managing your own activity and pipeline
What's on offer:
- Basic salary of up to £100,000 depending on experience (potentially could go higher for the right person)
- Significant performance bonuses rewarded heavily on new business but also will receive bonus on existing revenue
- Full corporate benefits including pension, life assurance, income protection and private medical insurance
- Flexible hybrid working with 1–2 days in the office per week
- The backing of a high‑quality, well‑resourced wealth management business with real scale behind it
Senior Financial Planner in Bristol employer: Energy Jobline ZR
Join a leading wealth management firm in Bristol that prioritises employee growth and offers a dynamic work culture. With a competitive six-figure salary, significant bonus potential, and comprehensive corporate benefits, this role provides the perfect environment for ambitious Financial Planners to thrive. Enjoy flexible hybrid working arrangements and the support of a well-resourced team as you build and manage your client portfolio.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the industry. Attend events, seminars, and webinars to meet potential introducers and clients. Remember, building relationships is key to growing your client base.
✨Tip Number 2
Leverage your existing connections! Don’t hesitate to ask your current clients for referrals. If you’ve delivered exceptional service, they’ll be more than happy to advocate for you and introduce you to their network.
✨Tip Number 3
Own your growth plan! Set clear targets for new business and keep track of your pipeline. This will not only help you stay focused but also show potential employers that you’re serious about driving results.
✨Tip Number 4
Apply through our website! We’ve got all the resources you need to succeed in your job search. Plus, applying directly shows your commitment and enthusiasm for the role. Let’s get you that dream job!
We think you need these skills to ace Senior Financial Planner in Bristol
Some tips for your application 🫡
Show Your Passion for Growth:When writing your application, let your enthusiasm for business development shine through. We want to see how you’ve successfully built client relationships in the past and how you plan to grow your book with us.
Highlight Your Connections:Make sure to mention any existing relationships you have within the professional introducer community. We’re looking for someone who can hit the ground running, so show us how well-connected you are!
Be Clear About Your Achievements:Use specific examples to demonstrate your track record in growing client books and generating new business. We love numbers, so if you can quantify your success, do it!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves.
How to prepare for a job interview at Energy Jobline ZR
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client growth strategies. Brush up on your past performance figures and be ready to discuss how you've successfully grown client portfolios in the past.
✨Network Like a Pro
Since this role involves building relationships with professional introducers, come prepared with examples of how you've successfully established and maintained such networks. Share specific instances where your connections have led to new business opportunities.
✨Showcase Your Technical Skills
Make sure you’re well-versed in the latest financial planning tools and regulations. Be ready to explain how your technical knowledge has helped you deliver high-quality advice to HNW clients, as this will be crucial for the role.
✨Prepare Your Growth Plan
Have a clear vision of how you plan to grow your client base in this new role. Outline your strategies for leveraging existing relationships and generating new leads through events and seminars, and be ready to discuss your approach during the interview.
