Financial Planning Specialist
4 weeks ago
Financial Advisor Role
This is an exciting opportunity to join a well-established Chartered business in the Bristol area, providing wealth management and financial planning services to high net worth individuals.
You will be working closely with existing clients, with a portfolio of circa £20m AuM, to service, retain, and grow their wealth.
The business has a strong reputation for providing excellent service and support to its clients, and you will be expected to build strong relationships with them to understand their current and future aspirations.
You will also be responsible for generating new business opportunities through referrals, new monies, and building your network.
As a Financial Advisor, you will receive full administrative and paraplanning support, enabling you to focus on providing excellent service to your clients and growing their portfolio.
Requirements
- Strong financial planning experience
- Chartered status with CII or LIBF (Level 4 Diploma in Financial Planning as a minimum)
- Experience dealing with HNW and UHNW clients
- Confidence in building rapport and gravitas with clients
- Experience of servicing medical professionals is highly advantageous
Company
Our client has been established for over 40 years, providing wealth management and financial planning services to c600 clients.
They have £400m FuM and plans to continue growing.
Benefits
- Salary of £60,000 - £80,000 subject to experience and qualifications plus bonus
- 4x DIS, long term sickness cover, 5% matched pension contribution, and private healthcare
- Remote based role with travel to meet the needs of clients and business
-
Financial Planning Specialist
4 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full timeJob Title: Financial Planning SpecialistJob Description:We are seeking a highly skilled Financial Planning Specialist to join our team at IDEX Consulting Ltd. The ideal candidate will have Chartered status and proven expertise in report writing and client management.Key Responsibilities:Develop and implement comprehensive financial plans for high-net-worth...
-
Financial Planning Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Reed Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Reed Financial Services. As a Financial Planner, you will be responsible for delivering excellent financial planning, advice, and service to clients via a desk-based service model.This is a fantastic opportunity to progress your career in Financial Planning with a well-established...
-
Financial Planning Specialist
4 weeks ago
Bristol, Bristol, United Kingdom beBee Professionals Full time £45,000 - £65,000BeBee Professionals is seeking a highly skilled Financial Planning Specialist to lead our finance team in Bristol, UK. The ideal candidate will have a strong background in financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth.Monitor and manage cash flow to...
-
Financial Planning and Analysis Manager
4 weeks ago
Bristol, Bristol, United Kingdom Hays Specialist Recruitment Limited Full timeYour new company, Hays Specialist Recruitment Limited, is seeking a highly experienced FP&A Manager to join their team in Bristol. This role will be based at their modern offices, which is a key international hub for business.Key ResponsibilitiesPartner with stakeholders to manage and ensure all cost allocation and pricing operations are correct and up to...
-
Financial Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Health Research Authority Full timeAbout the RoleWe are seeking a Financial Planning Specialist to join our team at the Health Research Authority. As a key member of our finance team, you will play a critical role in our financial planning and decision-making processes.Key ResponsibilitiesPrepare, analyze, and report on monthly management accountsDevelop and monitor budgets, forecasts, and...
-
Financial Planning and Analysis Director
4 weeks ago
Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full timeFinancial Planning and Analysis ManagerThis is a key role within our client's finance team, responsible for providing financial insights and analysis to support business decision-making.The successful candidate will have a strong background in financial planning and analysis, with experience of working with senior stakeholders to develop and implement...
-
Financial Planning and Analysis Manager
4 weeks ago
Bristol, Bristol, United Kingdom Hays Specialist Recruitment Limited Full timeYour new company, Hays Specialist Recruitment Limited, is pleased to be exclusively recruiting for a long-standing, professional services client in Bristol. This role will be based at their modern office, which is a key international hub for business. Your new role will involve reporting into the Director of FP&A, partnering with key stakeholders across...
-
Financial Planning and Control Specialist
15 hours ago
Bristol, Bristol, United Kingdom Focus Resourcing Group Full timeJob OverviewWe are seeking a highly skilled Financial Planning and Control Specialist to join our team at Focus Resourcing Group. This role reports directly to the Finance Director and involves overseeing the day-to-day execution of financial tasks.The ideal candidate will have a strong understanding of strategic planning, budgeting, and forecasting, with...
-
Financial Planning and Analysis Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Page Personnel Sales Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Page Personnel Sales. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to our business units.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business...
-
Financial Planning and Administration Expert
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeWe're looking for a motivated and conscientious Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services.As a valued member of our team, you'll have the opportunity to contribute to our strategy and make a real impact on our business.Our management style is light touch, so you'll have the trust and support you...
-
Financial Planning and Analysis Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Adecco UK Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Adecco UK. As a key member of our finance team, you will be responsible for leading and delivering the annual budget process for the Major project business unit.Key Responsibilities:Develop and implement financial models to support business...
-
Financial Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeIntroduction to the Financial Planning Team at Evelyn PartnersEvelyn Partners has been a leading force in UK wealth management and professional services for over 180 years. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We are a team of passionate professionals united by a shared purpose: to deliver good...
-
Financial Planning and Analysis Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Opus Talent Solutions Full timeJob Title: Financial Planning and Analysis SpecialistJob Summary: We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Opus Talent Solutions. The successful candidate will be responsible for coordinating consolidated budgeting and forecasting processes, analyzing and reporting on monthly financial performance, and...
-
Financial Planning Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Financial AdvisorWe are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking into...
-
Highway Planning Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Pegasus Planning Group Full timeWe are seeking a skilled Town Planner to join our Planning team in Bristol. As a key member of our team, you will be responsible for undertaking public consultation, preparing and submitting planning applications, and collating evidence for appeals.With a focus on renewables, residential, and commercial development, you will have the opportunity to work on a...
-
Financial Planning Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Full timeFinancial Advisor Role OverviewThis is an exciting opportunity to join a well-respected Chartered business in the Bristol area, providing a chance to work with existing clients and grow a portfolio of circa £20m AuM.As a Financial Advisor, you will work closely with clients to understand their current and future aspirations, building bespoke plans to meet...
-
Financial Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob TitleAs a key member of Hargreaves Lansdown Asset Management Limited's Commercial Finance team, you will be working closely with the Product Director to drive business growth and success. This exciting opportunity allows you to leverage your financial expertise and analytical skills to inform strategic decisions and drive business outcomes.Key...
-
Data Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Aviva Full timeJob Title: Data SpecialistWe are seeking an experienced Data Specialist to join our team at Aviva. As a Data Specialist, you will play a critical role in the development and implementation of financial planning models using IBM Planning Analytics (TM1).Responsibilities:Assist in the design, development, and implementation of financial planning models using...
-
Financial Planning Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz Recruitment Ltd is working with a reputable Chartered Financial Planning organisation in Bristol to find an experienced Financial Planner or Adviser. The ideal candidate must be able to provide exceptional customer service to clients and generate new business opportunities. The organisation will provide leads, and the successful candidate will...
-
Financial Planning and Analysis Specialist
4 weeks ago
Bristol, Bristol, United Kingdom L3Harris Technologies Full timeL3Harris Technologies is an agile global aerospace and defense technology innovator, delivering end-to-end solutions that meet customers' mission-critical needs. We are dedicated to recruiting and developing diverse, high-performing talent who are passionate about what they do.The role of FP&A Accountant requires a strong understanding of advanced financial...