Senior Financial Planner

1 week ago


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

Our Opportunity

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This role offers the chance to work within our Wealth Planning team, providing high-level financial planning advice to Handelsbanken clients and supporting Client Directors with technical expertise. The position can be based in our London, Tunbridge Wells, or Manchester offices.

Main Responsibilities:

  • Collaborate with Client Directors and Associates to deliver technical financial advisory reports and advice to High Net Worth Clients.
  • Work alongside Advisers to deliver personalized holistic financial planning services focused on improving client outcomes.
  • Undertake research, compile financial planning recommendations, and analyze client data.
  • Liaise with product providers and third parties.
  • Mentor and develop trainees.
  • Ensure regulatory compliance standards are met.
  • Contribute to best practice development within the business.


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