Senior Financial Advisor

24 hours ago


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

Financial Planning Consultant

Join Handelsbanken Wealth & Asset Management as a Financial Planning Consultant and contribute to the delivery of high-quality financial planning services to our discerning clients.

In this role, you will collaborate with experienced professionals to develop and implement comprehensive financial plans that meet the unique needs of each client.

Main Responsibilities:
  • Develop and maintain strong relationships with existing clients.
  • Collaborate with Client Directors and Associates to design and deliver tailored financial planning solutions.
  • Stay up-to-date with industry developments and emerging trends to ensure best-in-class services.
  • Liaise with internal teams to ensure seamless delivery of services.
  • Contribute to the development and mentoring of junior colleagues.
Person Specifications:
  • Level 4 qualification in Financial Planning/Regulated Financial Planning.
  • Experience working with High Net Worth individuals and families.
  • Excellent written and verbal communication skills.

Salary: £70,000 - £90,000 per annum, dependent 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 Hays Senior Finance Full time

    Role Overview:We are looking for a highly experienced FP&A Manager to join our client's team in Bristol, UK. As a key member of the finance team, you will be responsible for delivering financial and business analysis, aligning with multi-year strategic planning, profitability, and margin analysis. Your expertise will help inform management decisions, and you...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Job OpportunityIn this exciting opportunity, you will be working as a Trainee Financial Advisor with Cavendish Maine in the UK. This is a rare chance to step into an employed Advisory role with a renowned Financial Planning firm operating across the UK.This role offers ongoing training and development, enabling you to grow professionally and become a fully...


  • Bristol, Bristol, United Kingdom Service Care Legal Full time

    Unlock Your Potential as a Senior Financial Advisor with our distinguished client in Bristol. Enjoy a competitive salary of £90,000 - £110,000 per annum while taking on a challenging role that requires exceptional leadership and financial management skills.Your primary focus will be on coordinating business tax compliance and advisory projects, ensuring...


  • Bristol, Bristol, United Kingdom DAC Beachcroft Full time

    About the RoleAs a Senior Financial Advisor at DAC Beachcroft, you will play a key part in providing financial information, analysis, and support to our business services functions. This role involves working closely with various stakeholders, including directors, the Chief Operating Officer (COO), and the Chief Financial Officer (CFO).We are seeking an...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Job Overview:Cavendish Maine, a renowned Financial Planning firm operating across the UK, is seeking a motivated Trainee Financial Advisor to join their office. This role offers an exciting opportunity to step into an employed Advisory position with ongoing training and development.About the Role:As a Trainee Financial Advisor, you will service an...


  • Bristol, Bristol, United Kingdom Cavendish Maine Careers Full time

    Are you a motivated and ambitious individual looking to kick-start your career in financial planning? Cavendish Maine Careers is seeking a highly skilled Trainee Financial Advisor to join their team in Bristol.This role presents an exceptional opportunity for a trainee advisor or paraplanner to transition into an employed advisory position with a...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Career Advancement OpportunityWe are seeking a skilled Financial Services Advisor to join our team at our UK office, where you will work with a leading Financial Planning firm operating across the country.This is a fantastic opportunity for a Trainee Advisor or Paraplanner to progress into an employed Advisory role with an established client base and access...


  • Bristol, Bristol, United Kingdom Marks Sattin Ltd Full time

    Marks Sattin Ltd is working with a dynamic private equity-backed group to find a talented Strategic Financial Advisor. The successful candidate will play a key role in supporting the business's financial strategy and driving growth.Key responsibilities include:Developing and implementing effective financial planning and budgeting processesProviding financial...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    About the RoleCavendish Maine is a renowned Financial Planning firm operating across the UK, seeking a talented Trainee Financial Advisor to join their team. This is a fantastic opportunity to start your career in financial planning, with the potential to develop and grow within the company.As a Trainee Financial Advisor, you will be responsible for...


  • Bristol, Bristol, United Kingdom Cavendish Maine Careers Full time

    We are looking for a Trainee Financial Services Advisor to join our team in Cavendish Maine Careers' Bristol office. As a trainee advisor, you will play a crucial role in servicing an established client bank and conducting annual reviews, while also actively pursuing new business opportunities.This role requires strong communication and interpersonal skills,...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Role OverviewCavendish Maine is seeking a Trainee Financial Advisor to join their office in the UK. This is an excellent opportunity for individuals looking to start their career in financial planning, with the potential to develop and grow within the company.As a Trainee Financial Advisor, you will be responsible for servicing an established client bank,...


  • Bristol, Bristol, United Kingdom IDEX Consulting Full time

    About UsIDEX Consulting Ltd is a renowned firm with an outstanding market reputation, recognized for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Our team delivers exceptional services to meet the unique requirements of high net worth and ultra-high net worth individuals.Role OverviewWe are seeking a skilled...


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

    Company Overview:Hays Specialist Recruitment Limited is a leading recruitment agency specializing in permanent and temporary staffing solutions. Our clients include top companies across various industries.About the Job:We are currently recruiting an FP&A Manager to join our client, a global business based in Bristol, UK. This is a 12-18 month contract...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full time

    University Hospitals Bristol and Weston NHS Foundation Trust is seeking a skilled Strategic Financial Advisor to join our team. As a strategic financial advisor, you will play a critical role in shaping our financial strategy and ensuring the long-term sustainability of our organization.>About Our Mission: Our mission is to provide high-quality care to our...


  • Bristol, Bristol, United Kingdom Alexander Mann Solutions - Contingency Full time

    Job DescriptionWe are excited to announce an opportunity for a Strategic Financial Advisor to support the Turbine Systems Manufacturing Business Unit within Civil Aerospace Manufacturing Operations. As a Strategic Financial Advisor, you will play a crucial role in providing financial governance, driving business performance, and delivering decision-critical...


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

    Interim Financial Controller OpportunityWe are seeking an experienced Interim Financial Controller to join our dynamic financial services team in Central Bristol. This temporary role provides crucial support while we follow our permanent hiring process.About the RoleThis 3-6 month position offers a chance to work with a leading financial services...


  • Bristol, Bristol, United Kingdom BDO LLP Full time

    About the RoleWe are seeking a Financial Control Advisor to join our team at BDO LLP. The successful candidate will be responsible for reviewing and analysing aged debt against defined metrics, preparing summary reports as required, and identifying problem debts that require escalation.This is a challenging and rewarding role that requires strong analytical...


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

    The Hays Bristol senior finance team is seeking a qualified interim project and systems accountant to support their clients in Bristol. This role requires someone who can embed quickly into the finance team, develop financial models, and ensure smooth system changes.Key Responsibilities:Prepare short, medium, and long-term financial models to support key...

  • Financial Advisor

    2 days ago


    Bristol, Bristol, United Kingdom RSM UK Full time

    If you are a motivated and ambitious individual looking to launch your career in financial services, we encourage you to apply for our Financial Advisor - Tax position. As a financial advisor, you will provide expert advice to clients on tax-related matters, helping them navigate complex tax laws and regulations.About the RoleWe are committed to creating a...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Cavendish Maine is a renowned Financial Planning firm operating across the UK, with an office on the outskirts of Bristol. We are seeking a Financial Planning Advisor to join our team.This is a rare opportunity for a trainee advisor or paraplanner to step into an employed advisory role with an established client book, within a company that can offer ongoing...