Capio Recruitment
Financial Planner
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Job Title: Financial Planner / Director
Location: Bristol Greater Area
Salary: £60,000 - £150,000 + Bonus
Benefits:
- Performance-related bonus including office profit share and discretionary new business award
- Market-leading pension with an 8% employer contribution, plus matched employee contributions of up to a further 4% through salary sacrifice (up to 12% employer contribution in total)
- Private Medical Insurance (including Virtual GP)
- Group Life Insurance (up to 8x base salary)
- Group Income Protection
- Annual Health Assessments
- Employee Assistance Programme
- Share Incentive Plan
- Flexible benefits package
- Discounted gym membership
- Cycle to Work Scheme
- Interest-free Season Ticket Loan
- Employee discounts through a wide range of retail partners
About the Company
Our client is a well-established UK wealth management firm with a strong reputation for delivering personalised financial advice to private clients. Following a period of organisational change, they are investing in rebuilding their advisory capability across the South West, creating an opportunity for experienced advisers to play a key role in the growth of the region.
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Role Summary
An exciting opportunity has arisen for experienced Financial Planners and Directors to join a growing advisory team in the South West. This role is suited to individuals who enjoy developing client relationships, identifying new business opportunities and helping shape the future of a growing regional office. Candidates will inherit an established platform while being encouraged to build and develop their own network over time through professional introducers, referrals and local business development activity.
Key Responsibilities
- Deliver high-quality holistic financial advice to private clients while developing long-term relationships.
- Grow your client portfolio through business development, referrals and professional networks.
- Work closely with colleagues across the wider regional team to support continued growth.
- Provide an excellent client experience while maintaining high regulatory and compliance standards.
- Contribute to the continued development of the regional advisory business.
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Requirements
- Experience working as a Financial Planner/Adviser.
- Demonstrable ability to build and develop client relationships.
- Evidence of generating new business and growing a client portfolio.
- Strong technical knowledge of financial planning and wealth management.
- Excellent communication and relationship-building skills.
- Financial Planner applicants should have established experience advising private clients and managing their own client relationships.
- Ideally Chartered (Level 6) through the CII or CISI
If you're looking to join an established wealth management business during an exciting period of regional growth and want to play a key role in shaping its future, we'd love to hear from you.
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