Senior Financial Planner

About the Role

Our client is seeking an accomplished Senior Financial Planner to join their reputable advisory firm in Bristol . This role involves providing comprehensive financial planning services to a diverse client base, helping them achieve their long-term financial goals. You will develop personalized financial strategies covering investments, retirement, insurance, and estate planning. Working in a hybrid capacity, you will build strong client relationships, offer expert advice, and contribute to the firm's growth and reputation for excellence in financial guidance within a supportive and professional office setting.

Key Responsibilities

• Develop and implement personalized financial plans for clients, addressing investment, retirement, tax, and estate planning needs.
• Conduct thorough client assessments to understand their financial situation, goals, and risk tolerance.
• Provide expert advice on investment strategies, portfolio management, and wealth accumulation.
• Stay current with market trends, financial products, and regulatory changes affecting financial planning.
• Build and maintain strong, long-term relationships with clients through regular reviews and communication.
• Collaborate with other professionals, such as accountants and lawyers, to provide holistic financial solutions.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Professional qualification such as CFP (Certified Financial Planner) or equivalent is essential.
• Minimum of 5 years of experience in financial planning and wealth management.
• Proven track record of successfully managing client portfolios and providing strategic financial advice.
• Excellent communication, interpersonal, and presentation skills.
• Strong understanding of investment products, retirement planning, and tax implications.

Benefits

• Competitive salary and attractive commission/bonus structure.
• Hybrid working model offering flexibility and work-life balance.
• Comprehensive health, dental, and vision insurance.
• Pension scheme and life assurance.
• Opportunities for continuous professional development and advancement within the firm.