Senior Financial Planner

17 hours ago


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 reports and advice, focusing on improving all client outcomes and ensuring client needs are met to an exceptional standard.

To succeed in this role, you will need a minimum Level 4 qualification in Financial Planning, preferably having achieved or working towards Certified &/or Chartered Financial Planner qualifications. You will also have good knowledge and experience of all areas of financial planning, including cashflow modelling, taxation, investment portfolio management, pensions, protection, estate planning etc.

We offer a competitive salary of £65,000 - £85,000 per annum, depending on experience, plus benefits including private medical, generous employer pension contributions, and a discretionary profit sharing plan.



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