Senior Financial Planner - Bristol, United Kingdom - mbf.

mbf.

Verified Company

Bristol, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, a national Wealth Management organisation with a highly reputable name in the market, currently seeks to recruit for a Senior Financial Planner to join their Bristol office.

This business is a well-established Investment Management & Financial Planning organisation with an excellent reputation across the UK.

They have always been a big player at the top end of the market, however, due to a number of large acquisitions the companyhave grown to become one of the leading names within the UK financial services sector.

The client has thriving Investment Management & Tax divisions, a main focus in this role will be to cultivate inhouse relationships within these teams where our client envisages significant opportunities to develop new revenue.

In this position you will work solely with HNW & UHNW clients, typically the client you will work with will have upwards of £1M+ AUM.

In order to be considered you should have the following:

Level 4 qualified as a minimum, ideally Level
Proven ability to deal with new and existing clients on a fee basis.
Ability to understand and communicate advice practices and processes clearly and effectively.
Ability to analyse client information and highlight requirements to make suitable recommendations.
Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
A strong ethic of client and customer service.

The client is offering an excellent overall package:

Basic salary to £140,000
Generous bonus scheme
Benefits package including: Private medical insurance, Life assurance, Pension contribution, Generous holiday package, Option to purchase additional holiday and much more.