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- Tasks: Provide independent financial planning advice and grow your client bank with support.
- Company: Join a national IFA firm focused on growth and teamwork.
- Benefits: Competitive salary, generous bonuses, private health insurance, and 28 days holiday.
- Other info: Dynamic environment with strong career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in financial planning and 5+ years of experience required.
The predicted salary is between 70000 - 90000 £ per year.
Our client is seeking a Financial Planner in the Bristol area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmarks. You will be supplied with an existing client bank to take over and grow, with a full suite of back-office support from a team of Paraplanners and Administrators, plus state-of-the-art AI processes to enable you to concentrate on client-facing fact-finding and recommendation meetings.
You will be providing fully independent financial planning advice offering cash flow modelling. They are seeking a client-focused Financial Planner who enjoys building strong relationships and providing excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships.
You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back-office team and AI-generated reports, formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments, and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank.
Financial Planner Requirements- You must hold a full Level 4 Diploma in financial planning or equivalent.
- Ideally, you should be Chartered or working towards it.
- You should have 5+ years’ experience as a Financial Advisor.
- You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027.
- You should be an advocate of using cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively.
- You should have a client-centric approach and dedication to doing the right thing for clients in meeting their financial objectives and tax strategies.
- You should have excellent interpersonal skills, approachability, professionalism, and good IT skills.
- Competitive salary of circa £70,000 - £90,000.
- Salary increase in line with the growth of the recurring income you service.
- OTE of £100,000+.
- Generous bonus scheme to reward any new business written, paid monthly.
- Additional annual incentive available.
- Company benefits include private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines.
This national IFA firm with over £5bn of AuM is looking to significantly grow their business and recognises that achieving such growth and success is dependent on having the right people in the business. As such, they are looking to build a strong team of passionate and skilled team members. Locations: Bristol.
Apply now to start your application process.
Financial Planner in Bristol employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Bristol
✨Tip Number 1
Network like a pro! Attend industry events, join local financial planning groups, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it's a blog post, a video, or even a webinar, sharing valuable insights can attract potential clients and employers alike.
✨Tip Number 3
Don’t just apply, engage! When you find a role that excites you, reach out directly to the hiring manager or team members. A personal touch can make you stand out from the crowd and show your genuine interest in the position.
✨Tip Number 4
Leverage our website! We’ve got a range of resources and job listings tailored for financial planners. Make sure to check it out regularly and apply through us to maximise your chances of landing that dream job!
We think you need these skills to ace Financial Planner in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in financial planning, client relationship management, and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your passion for helping clients achieve their financial goals and how your skills align with our client-centric approach. Let your personality shine through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've grown a client bank or improved client satisfaction. We love seeing numbers and success stories that demonstrate your impact.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing financial metrics. Brush up on your knowledge of cash flow modelling and be ready to explain how you would use it to help clients identify their financial goals. This shows you’re not just knowledgeable but also practical in applying your skills.
✨Build Rapport
Since this role is all about building strong client relationships, practice your interpersonal skills before the interview. Think of examples where you’ve successfully built rapport with clients or colleagues. Being personable can set you apart from other candidates.
✨Showcase Your Experience
With 5+ years of experience required, make sure to highlight specific instances where you’ve grown a client bank through referrals. Prepare a few success stories that demonstrate your ability to meet client needs and adapt to changes in the financial landscape.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and how they support their Financial Planners. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.