The Client
A well-established Wealth Management firm with regional offices around the UK.
The Role
This is a great opportunity to join a Financial Planning Advice department within the Wellington branch that has serious growth potential.
The successful candidate will deliver desk-based financial advice / wealth planning advice to mass affluent clients as well as expanding portfolios of clients with assets typically up to £250,000.
The Financial Planning Advice Manager will focus on building relationships with this existing client base and delivering targeted, expert Financial Planning advice of straightforward products such as, Pensions, Inheritance Tax, Life Insurance and Investments.
The Financial Planning Advice Manager will confidently manage and develop a client portfolio, offering tailored financial advice across all straightforward products the Bristol branch has to offer. While also generating new business opportunities and building strong client relationships.
This role would be a great opportunity for a qualified Paraplanner that wanted to start giving financial advice or a current Financial Planner who enjoys the day to day planning advice to mass affluent clients.
The Candidate
Level 4 Diploma in Financial Planning or equivalent - essential
Proven track record of advising clients virtually or desk-based within a similar asset range.
Strong understanding of FCA regulations and compliance requirements.
Driven to help clients achieve financial goals with enthusiasm and commitment.
Demonstrable ability to build rapport and trust with clients, particularly through remote interactions.