Bruin
Financial Planner
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Job Title: Financial Planner
We’re working with an established UK wealth management business that is looking to appoint an experienced Financial Planner to join its growing team.
This is an opportunity for an adviser who enjoys building long-term relationships and delivering genuinely holistic financial planning. You’ll take responsibility for a portfolio of existing clients, providing ongoing advice and helping them navigate the financial decisions that matter to them.
Alongside maintaining strong client relationships, you’ll have the opportunity to identify further planning needs, develop existing relationships, and generate new business through referrals and professional networks.
The role is predominantly home-based, with client relationships managed through a combination of telephone and video meetings.
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What you’ll be doing
- Managing and developing an established portfolio of clients
- Providing high-quality, holistic financial planning and advice
- Conducting regular client reviews and responding to changing client circumstances
- Building trusted, long-term relationships with clients and their families
- Identifying opportunities to broaden and deepen existing client relationships
- Developing new business through referrals, networking, and professional connections
- Maintaining high standards of regulatory and compliance performance
- Working towards agreed business and client-service objectives
- Sharing ideas and best practice with colleagues across the wider business
About you
We’re looking for an experienced Financial Planner or Adviser who is confident managing an established client bank and providing ongoing advice.
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You’ll ideally have:
- Several years' experience in a client-facing financial planning/advice role
- A Level 4 qualification or equivalent
- Chartered status, or a commitment to working towards it
- Experience providing holistic financial planning
- A strong track record of developing lasting client relationships
- The ability to manage a sizeable portfolio of clients effectively
- A commercial approach to developing existing relationships and generating referrals
- Strong organizational skills and attention to detail
- The confidence to work independently in a home-based environment
- A strong understanding of FCA requirements and the responsibilities that come with being a regulated adviser
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