Senior Financial Planner

3 weeks ago


Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Senior Financial Planner

Location: Bristol, UK

Salary: Up to £38,000 per annum

About the Role

We are seeking an experienced Senior Financial Planner to join our team in Bristol. As a Senior Financial Planner, you will play a key role in delivering exceptional client service and helping individuals achieve their financial goals.

The successful candidate will have a strong foundation in financial planning principles, including experience in the financial services industry and excellent communication skills. You will be responsible for diary management, preparation for client meetings, adherence to FCA regulations, client liaison and servicing, and follow-up tasks.

In return, we offer a competitive salary, comprehensive training, excellent bonus structure, career progression framework, and extensive benefits package.

To be successful in this role, you must hold the Level 4 Diploma in Financial Planning and have prior experience in the financial services industry. If you are highly motivated with a strong work ethic and a desire to succeed, please submit your application.

Key Responsibilities
  • Diary management: booking client meetings and maintaining a up-to-date calendar
  • Preparation for client meetings: ensuring a thorough understanding of client needs and objectives
  • Adherence to FCA regulations: maintaining a solid understanding of regulatory requirements
  • Client liaison and servicing: providing exceptional customer service and responding to client queries
  • Follow-up tasks: completing any additional tasks required to deliver high-quality results
Requirements

To be successful in this role, you must:

  • Hold the Level 4 Diploma in Financial Planning
  • Have prior experience in the financial services industry
  • Have excellent communication skills, both written and verbal
  • Be able to work independently and as part of a team


  • Bristol, Bristol, United Kingdom The Planner Jobs Redactive Publishing Limited Full time

    Job Title: Senior Development PlannerLocation: BristolSector: Private - ConsultancySalary: Up to £55k DOE We are currently seeking a highly skilled Senior Development Planner to join our team in Bristol. As a key member of our team, you will be responsible for leading on town planning projects and developing strategies to meet client needs.To succeed in...


  • Bristol, Bristol, United Kingdom Atomos Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Atomos in Bristol. As a key member of our financial planning department, you will be responsible for providing expert advice to our clients on their investments, pensions, and protection.The ideal candidate will have a strong understanding of retail investments and...


  • Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full time

    We are looking for a highly skilled Senior Financial Planner to join our team at Handelsbanken Wealth & Asset Management. In this role, you will be responsible for working with high net worth clients to provide expert financial planning advice and support.You will work closely with our Client Directors and their teams to deliver technical financial advisory...


  • Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full time

    About the RoleWe are seeking a skilled Financial Planner Expert to join our team at Titan Wealth Holdings Limited. As a key member of our wealth management team, you will be responsible for providing exceptional financial planning services to our clients.Job DescriptionDeliver high-quality financial planning solutions to private clients with assets over...

  • Senior Planner

    4 weeks ago


    Bristol, Bristol, United Kingdom Alder King Full time

    Are you a skilled and experienced planner looking for a new challenge?We are seeking a Senior Planner to join our expanding Bristol Planning team in a chartered position, providing sound professional advice to clients across the South West and South Wales.This is an excellent opportunity to utilize your expertise and contribute to the success of our clients....


  • Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewAs a Paraplanner at Artemis Recruitment Consultants Ltd, you will have the opportunity to work closely with our senior financial planners to provide expert advice to clients. This role requires strong technical skills, attention to detail, and excellent communication skills.ResponsibilitiesAssist senior financial planners in providing technical...


  • Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

    About the JobWe are seeking a Financial Futures Planner to join our team at MP Estate Planning (UK) Limited. As a Financial Futures Planner, you will play a key role in shaping the financial futures of our clients by providing expert advice on trusts, estates, inheritance tax, and legacy planning strategies.Key ResponsibilitiesConduct face-to-face or virtual...


  • Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

    Financial Legacy PlannerMP Estate Planning UK is seeking a highly skilled Financial Legacy Planner to help shape the financial futures of our clients. This is a unique opportunity for professionals who are passionate about estate planning and want to make a real difference in people's lives.The successful candidate will provide expert advice on estate...


  • Bristol, Bristol, United Kingdom Jonathan Lee Recruitment Ltd Full time

    Job Description: Senior High Voltage PlannerCompany Overview: We are a collaborative company based in Bristol, looking for a talented Senior High Voltage Planner to join our team.Salary: £60,000 - £75,000 per annum (dependent on experience)About the Role:The successful candidate will be responsible for providing leadership and management throughout the...


  • Bristol, Bristol, United Kingdom Pick Everard Full time

    Your Career with UsPick Everard is committed to supporting the growth and development of our people. As a Project Financial Planner, you will play a key role in shaping the financial strategy of our projects. Your responsibilities will include developing cost plans, managing budgets, and analyzing financial data to inform business decisions.Key...


  • Bristol, Bristol, United Kingdom Orion Engineering Services Full time

    Join Our Team as Accounting and Finance LeadWe are seeking a highly skilled Accounting and Finance Lead to join our team at Orion Engineering Services. As a key member of our leadership team, you will play a pivotal role in shaping the financial health and strategy of our UK operations.You will oversee all aspects of financial planning, compliance, and...


  • Bristol, Bristol, United Kingdom Hays Senior Finance Full time

    Hays Accountancy and Finance is pleased to announce a Senior Financial Manager role at a leading Engineering firm in the UK. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of the business.Key ResponsibilitiesThe successful candidate will be responsible for:Managing a small team of finance...


  • Bristol, Bristol, United Kingdom Austin Fraser Full time

    Austin Fraser, a leading financial planning company in Bristol, is seeking a Paraplanner to join its team. The ideal candidate will have excellent research and writing skills, with the ability to work closely with Financial Planners to provide comprehensive support.Key Responsibilities:Drafting suitability reports under the guidance of Financial...


  • Bristol, Bristol, United Kingdom Gold Group Limited Full time

    **Senior Construction Planner Wanted**A prominent construction company in Sweden is looking for a highly skilled Senior Construction Planner to join their team on a major project valued at circa £350m. The ideal candidate will have extensive experience in site-based planning, with a background in main contracting.The successful candidate will be responsible...


  • Bristol, Bristol, United Kingdom Cobalt Consulting (UK) Ltd Full time

    Career Opportunity: Senior Urban PlannerYou will be at the forefront of urban planning in Bristol, shaping the city's future and working on exciting projects from concept to completion. This position offers excellent opportunities for career progression and the chance to collaborate on high-impact, city-defining initiatives.As a senior town planner, you will...

  • Senior Urban Planner

    1 month ago


    Bristol, Bristol, United Kingdom Penguin Recruitment Ltd Full time

    About the RoleWe are looking for an experienced Senior Planner to join our dynamic team in Bristol. The ideal candidate will have a strong understanding of planning legislation and be able to work independently.Salary and PerksThe successful candidate can expect a salary of £70,000 - £90,000 per annum, along with benefits including flexible working hours,...


  • Bristol, Bristol, United Kingdom Vivid Resourcing Full time

    We are seeking a Senior Development Planner to join our team at Vivid Resourcing.The successful candidate will work on various planning projects across multiple sectors and clients, with a focus on renewable energy, residential developments, and commercial development.


  • Bristol, Bristol, United Kingdom oilandgas Full time

    OverviewWe are seeking a skilled Senior Construction Planner to join our team in the Project & Programme Services division. As a world-leading design, engineering, and project management organization, we connect people, data, and technology to transform the world's infrastructure and energy systems.


  • Bristol, Bristol, United Kingdom PropSource Consulting Full time

    Join PropSource Consulting, a leading multidisciplinary development consultancy based in Bristol. We're seeking an experienced Town Planner to join our team and contribute to our continued expansion.The ideal candidate will have a proven track record of delivering planning projects, managing client relationships, and collaborating with directors and...


  • Bristol, Bristol, United Kingdom Carrington West Full time

    We are looking for a Senior Transportation Planner to join our team at Carrington West.Job Description:As a Senior Transportation Planner, you will assist in the expansion of our Bristol office.Requirements:Experience in producing transport notes, statements, and assessments, travel plansKnowledge of relevant local and national transport policy and...