Job Description
FINANCIAL PLANNER – SERVICING EXISTING HNW CLIENTS
UP TO £80,000 BASIC | OTE c£100,000 | BRISTOL | LEADING WEALTH MANAGER
This is a genuinely attractive opportunity for an experienced Financial Planner who wants to do what they do best - look after clients exceptionally well without the relentless pressure to constantly win new business.
My client is one of the UK's most respected wealth management businesses, and they are looking for a talented Financial Planner to join their Bristol team and take ownership of an established portfolio of high net worth private clients. The role is primarily about service excellence and relationship management, with a bonus structure tied to the ongoing recurring revenue of the clients you look after, your earnings grow as your client relationships deepen, not just as your new business numbers go up.
The role:
* Take on and manage an existing portfolio of HNW private clients in the Bristol area, delivering a high-quality, bespoke financial planning service
* Work collaboratively with Investment Managers and wider colleagues across the business to deliver joined-up wealth management solutions
* Maintain exceptional client service standards, building trust and long-term relationships with your client base
* Stay across technical and regulatory developments to ensure advice remains current, compliant, and of the highest standard
What we're looking for:
* An experienced Financial Planner with a minimum Level 4 qualification. Chartered status or further advanced qualifications would be a real advantage
* Someone who takes genuine pride in the quality of their client relationships and the advice they deliver
* Strong technical knowledge across financial planning, pensions, investments, and tax
* Comfortable working within a regulated environment with high compliance and Consumer Duty standards
* A self-starter who can manage their own workload and client relationships effectively
What's on offer:
* Basic salary of up to £80,000 (with some potential flexibility for the right person)
* Quarterly performance bonuses linked to ongoing client revenue, OTE of approximately £100,000
* Pension, life assurance, income protection, and private medical insurance
* Flexible working with 1–2 days working from home once established in the role
* The opportunity to join a highly regarded, well-resourced wealth management business with a strong presence in Bristol and the South West
This is a role for someone who wants to build a long-term career around genuinely great client relationships in a business that has the infrastructure, brand, and investment capability to support them.
If you are interested in this role, and you have the relevant skills set and experience, please apply or get in touch to find out more.
Nigel James Associates
Connecting talent. Building success.