Financial Planning Expert

20 hours ago


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

Wealth Management Opportunity

Handelsbanken Wealth & Asset Management, a leading wealth and investment management organization in the UK, seeks a skilled financial planning expert to join its team.

The successful candidate will provide high-level financial planning advice to clients while supporting Client Directors with technical expertise. The position can be based in London, Tunbridge Wells, or Manchester.

Main Responsibilities:
  • Collaborate with Client Directors, Associates, and the in-house tax team to deliver technical financial advisory reports and advice to High Net Worth Clients.
  • Work alongside Advisers to deliver holistic financial planning services, ensuring exceptional client outcomes.
  • Undertake technical research, compile financial planning recommendations, and analyze client data.
  • Liaise with product providers and other third parties, ensuring regulatory and compliance standards are met.
  • Mentor and develop trainees, contributing to best practice within the business.
Person Specification:
  • High attention to detail, strong written and oral communication, and genuine desire to provide exceptional service to clients.
  • A strong technology and mathematical aptitude, excellent attention to detail, and ability to manage workflow and tasks effectively.
  • A strong relationship builder and collaborative team player with a caring and quality-focused, customer-centric approach.
Requirements:
  • Minimum Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning.
  • Preferably having achieved or working towards Certified &/or Chartered Financial Planner qualifications (support will be provided).
  • Pension Transfer Specialist ideally (AF7 or AF3).

Estimated Salary: £60,000 - £80,000 per annum, depending on experience.

Benefits:

  • Private Medical
  • Generous Employer Pension Contributions
  • Discretionary Profit Sharing Plan

Location: London, Tunbridge Wells, or Manchester

Job Type: Full-time



  • Bristol, Bristol, United Kingdom Talent Finder Full time

    Job Title: Financial Planning ExpertWe are seeking an experienced Financial Planning Expert to join our dynamic team at Talent Finder. As a directly authorised, family-run IFA firm based in the UK, we're committed to delivering excellence in financial planning.The successful candidate will have a minimum Level 4 qualification in financial planning and a...


  • Bristol, Bristol, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...


  • Bristol, Bristol, United Kingdom SF Recruitment (Birmingham) Full time

    Job Title: Financial Planning ExpertSF Recruitment (Birmingham) is currently seeking a skilled Financial Planning Expert to join their team in the Bristol region.About the Role:This is an exciting opportunity for a qualified professional to take on a challenging and rewarding role. As a key member of the finance team, you will be responsible for preparing...

  • Estate Planning Expert

    21 hours ago


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

    Welcome to MP Estate Planning UKWe're a forward-thinking company that's passionate about helping individuals and families achieve their financial goals. As an Estate Planning Consultant, you'll play a key role in shaping the future of our clients.Salary: £55,000 - £70,000 per annumKey Responsibilities:Provide expert advice on estate planning and wealth...


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

    About MP Estate Planning UKWe are expanding rapidly and looking for motivated professionals to join our team. As an Estate Planning Consultant, you will play a key role in shaping the future of our clients.Our consultants help clients secure their financial future and build a lasting legacy. If you're passionate about this, we'd love to hear from you.Salary:...


  • Bristol, Bristol, United Kingdom CV-Library Full time

    As a Financial Planning Expert at CV-Library in Bristol, you will play a crucial role in helping clients accumulate life, not just wealth. This is an excellent opportunity to join an award-winning firm that continues to expand its team.Key ResponsibilitiesTake on existing review clients and focus on building new business to expand your client base.Work...


  • Bristol, Bristol, United Kingdom Health Jobs UK Full time

    Job Overview: We are seeking a highly skilled Financial Planning and Analysis Expert to join our team at University Hospitals Bristol and Weston NHS Foundation Trust. As a key member of the corporate finance team, you will play a crucial role in providing financial support and guidance to the Trust's financial planning and performance function.The ideal...

  • Estate Planning Expert

    17 hours ago


    Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full time

    Unlock your potential in a dynamic and rapidly growing industry as an Estate Planning Expert with MP Estate Planning (UK) Limited.The role offers a unique opportunity to work with clients across England and Wales, providing expert advice on trusts, estates, inheritance tax, and legacy planning strategies. With comprehensive training and continuous support,...


  • Bristol, Bristol, United Kingdom Talent Finder Full time

    About the RoleWe are seeking a highly experienced Financial Adviser to join our team in Aztec West, Bristol. As a valued member of our team, you will be responsible for providing expert financial planning advice to our clients, leveraging your knowledge and skills to help them achieve their financial objectives.You will work closely with our paraplanning and...


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

    Job Summary:We are seeking a skilled Financial Planning Expert to join our Wealth Planning team in London. As a key member of our team, you will provide high-level financial planning advice to our Handelsbanken clients while supporting the Client Directors with technical expertise.Your role will involve working closely with our Client Directors, their...


  • Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full time

    About the RoleAs a Financial Future Planner with MP Estate Planning UK, you will play a vital role in shaping the financial futures of our clients. You will provide expert advice on trusts, estates, inheritance tax, and legacy planning strategies.


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

    About Our CompanyMP Estate Planning (UK) Limited is a UK-based company that specializes in estate planning services. We are committed to providing expert advice and guidance to our clients, helping them to secure their financial futures and build lasting legacies.Job RoleWe are seeking an experienced Estate Planning Consultant to join our team and help us...


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

    About Us">MP Estate Planning (UK) Limited is a leading provider of estate planning services in the UK. Our team of experts has extensive experience in helping individuals and families secure their financial future and build a lasting legacy.">Estimated Salary: £52,000 per annum">Key Responsibilities: The successful candidate will be responsible for...


  • Bristol, Bristol, United Kingdom Pegasus Planning Group Full time

    Pegasus Planning Group is a leading consultancy in the UK, delivering results-driven planning solutions to clients across various sectors. We are seeking a skilled Development Planning Specialist to join our team in Bristol.About the RoleThis is an excellent opportunity for a talented Development Planning Specialist to work with our team of experts on a...


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

    Company Overview">MP Estate Planning (UK) Limited is a rapidly expanding company in the growing industry of estate planning. We are seeking motivated and driven professionals to join our team.">Salary: £45,000 - £60,000 per annum">Job Description: As an Estate Planning Consultant at MP Estate Planning (UK) Limited, you will play a key role in shaping the...


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

    About the RoleWe are seeking an experienced Estate Planning Specialist to join our team in the UK. As an Estate Planning Specialist, 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 ResponsibilitiesClient Consultations: Conduct...


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

    Job Title: Estate Planning SpecialistWe are seeking an experienced and skilled Estate Planning Specialist to join MP Estate Planning UK. The successful candidate will play a key role in shaping the financial futures of our clients, helping them secure their legacy and build lasting relationships with their loved ones.This is an exciting opportunity for...


  • Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full time

    Become a Legacy Planning Specialist with MP Estate Planning (UK) Limited and play a vital role in shaping the financial futures of our clients.This is an exciting opportunity to join a growing company and work with clients across England and Wales, providing expert advice on trusts, estates, inheritance tax, and legacy planning strategies. With full training...


  • Bristol, Bristol, United Kingdom Pegasus Planning Group Full time

    We are seeking an experienced Transportation Planner to join our team at Pegasus Planning Group in Bristol. As a key member of our Planning department, you will be responsible for providing expert planning advice and guidance to clients across various sectors.About the RoleThis is an exciting opportunity for a skilled Planning Consultant to work with our...


  • 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...