At a Glance
- Tasks: Build and manage a network to grow a client base and deliver high-quality financial advice.
- 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: Enjoy excellent corporate benefits and support from a well-resourced team.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your career.
- Qualifications: Experienced Financial Planner with a passion for business development and strong technical knowledge.
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
As a leading wealth manager in Bristol, our company offers an exceptional work environment for Senior Financial Planners who thrive on business development and client relationship building. With a competitive six-figure salary, significant bonus potential, and a strong focus on employee growth through networking events and professional development, we foster a culture of collaboration and success. Our flexible hybrid working model and comprehensive corporate benefits ensure that our employees are well-supported both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in Bristol
✨Network Like a Pro
Get out there and start building relationships! Attend industry events, seminars, and webinars to meet potential clients and introducers. The more connections you make, the easier it’ll be to grow your client base.
✨Leverage Your Existing Clients
Don’t forget about your current clients! Deliver exceptional service and ask for referrals when the time is right. Happy clients are often your best advocates, so keep them engaged and satisfied.
✨Own Your Growth Plan
Create a solid business plan that outlines your growth targets and strategies. Stay organised and track your progress regularly. This will help you stay focused and motivated as you work towards hitting those ambitious goals.
✨Apply Through Our Website
When you're ready to take the plunge, make sure to apply through our website. It’s the best way to get noticed and ensures your application lands in the right hands. Let’s get you on the path to success!
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 of success. Whether it’s hitting targets or growing a client base, we want to know what you’ve accomplished and how you can bring that success to our team.
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to this role. We appreciate candidates who take the extra step to align their skills and experiences with what we’re looking for.
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 financial acumen. Brush up on key metrics and figures relevant to wealth management, especially those that showcase your past successes in growing client portfolios. Be ready to discuss specific examples of how you've achieved targets.
✨Network Like a Pro
Since this role involves building relationships with professional introducers, come prepared with a strategy for networking. Think about how you can leverage existing connections or how you plan to establish new ones. Share any past experiences where your networking led to successful client acquisitions.
✨Showcase Your Client-Centric Approach
Highlight your ability to deliver exceptional outcomes for clients. Prepare anecdotes that illustrate how you’ve gone above and beyond for clients in the past. This will show your potential employer that you’re not just about numbers, but also about building lasting relationships.
✨Be Ready to Discuss Compliance
Compliance is crucial in financial planning. Familiarise yourself with the latest regulations and be prepared to discuss how you ensure high-quality, compliant advice. This will demonstrate your professionalism and understanding of the industry standards expected in this role.
