FM JOBS LIMITED
Financial Planner
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Financial Planner Job with an Established, Growing Financial Planning Firm in Wiltshire
This Financial Planner job offers you the opportunity to join a well-established, directly authorised financial planning firm that is entering an exciting phase of controlled growth, with a strong focus on adviser quality, technology, and long-term client relationships.
Role Overview
As a Financial Planner, you will:
- Take over an existing bank of high-value clients.
- Focus on delivering holistic, long-term financial planning advice.
- Have client allocation tailored to your experience level.
- Support clients with manageable and commercially attractive portfolios.
Clients
Clients are typically high net worth, with most relationships sitting comfortably above £500k. A separate centralised proposition exists for lower value clients, allowing you to spend your time advising on more complex cases rather than servicing smaller accounts.
Key Differentiator
A key differentiator in this Financial Planner job is the firm's absolute commitment to advisers doing no administration. You will be supported by:
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- Dedicated paraplanners.
- Administrators.
- Modern planning technology designed to streamline advice delivery and meeting follow-up.
Contribution to Growth
Alongside servicing existing clients, you will have the opportunity to contribute to organic growth through:
- Referrals.
- Professional connections.
- The firm's established marketing activity.
Ideal Candidate
This Financial Planner job will suit someone who values quality advice, structured support, and the ability to focus on clients rather than paperwork.
Financial Planner Requirements
- Level 4 Diploma in Financial Planning is essential.
- Experience providing financial planning advice to clients.
- Comfortable managing higher value client relationships.
- Progress towards Chartered status is desirable.
- Experience within a regulated advisory environment.
The Company
A respected, local financial planning firm with a loyal client base, strong values, and a clear long-term growth strategy, focused on adviser support and client outcomes.
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Financial Planner Benefits
- Salary £60,000 - £100,000 (negotiable) depending on experience and qualifications.
- Employed role with company benefits.
- Existing client bank provided.
- Full paraplanning and administration support.
- Hybrid working with a mix of office, home, and client meetings.
Location
Commutable to Bradford on Avon, with flexibility for some remote working.
If you are a Financial Planner looking for a high-quality client bank, strong support, and a genuinely adviser-focused environment, please apply to find out more.
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