Senior Financial Planner

About the Role

Our client, a reputable financial advisory firm, is seeking a dedicated and client-focused Senior Financial Planner to join their growing practice in Bristol . This role involves building and managing a portfolio of clients, providing comprehensive financial planning services, and helping individuals and families achieve their long-term financial goals. You will offer expert advice on investments, retirement planning, estate planning, and risk management, building trusted relationships based on personalized service and sound financial strategies. This is an excellent opportunity for an experienced planner to develop their career within a supportive and reputable organisation committed to client success.

Key Responsibilities

• Develop and implement tailored financial plans for a diverse client base, covering investments, retirement, and insurance needs.
• Conduct thorough client reviews and provide ongoing advice to adapt plans to changing circumstances and market conditions.
• Source and manage client investments, ensuring alignment with risk tolerance and financial objectives.
• Stay up-to-date with financial products, market trends, and regulatory changes affecting financial planning.
• Build and maintain strong, long-term relationships with clients through regular communication and exceptional service.
• Collaborate with other professionals, such as accountants and solicitors, to provide holistic client solutions.

Requirements

• Relevant professional qualification, such as CII Diploma in Financial Planning or equivalent.
• Minimum of 5 years' experience in a client-facing financial planning role.
• Proven track record of managing client portfolios and achieving financial goals.
• In-depth knowledge of investment strategies, retirement planning, and taxation.
• Excellent communication, interpersonal, and presentation skills.
• Strong ethical standards and commitment to client best interests.

Benefits

• Competitive salary with an attractive commission structure.
• Comprehensive private medical insurance.
• Generous pension contributions.
• Support for ongoing professional development and certifications.
• A professional and supportive working environment focused on client outcomes.