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Recruit UK
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Bristol, Bristol
Financial Planning Director
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Job Type: Full-time |
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Salary: £75,000 per annum |
Overview
Job Title: Financial Planning Director Industry: Financial Planning Location: Bristol Salary: £75,000 - £105,000 Reference number: 14629 Job Description: An exciting opportunity has come up with one of our leading Financial Planning firms in Bristol on a Financial Planning Director role Award-winning fully integrate Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c £22 Billion AUM. They are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients. The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducers and new business development. What’s in it for you: Salary circa £100k Discretionary bonus Clear cut progression up to Director/Partner level Full back office support (1 paraplanner 1 admin per adviser) Existing client portfolio High level of referrals from established introducers, Investment Manager and Marketing team Dedicated Investment Manager to deliver bespoke advice to clients Skills and experience required: Hardworking, self-motivated professional Experience providing complex, holistic financial advice to HNW clients Chartered through CII or working towards Dynamic individual who can identify and action business opportunities About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning Firm based in Bristol on a Financial Planning Director role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.