Financial Planner
Bristol | Hybrid Working
£65,000 to £85,000 + Bonus + Benefits
A growing UK-based financial planning team is looking to appoint an experienced Expat Financial Planner to support clients returning to the UK from overseas.
This is a unique opportunity to inherit a significant client book and play a key role in delivering specialist cross-border advice within a high-growth, PE-backed wealth management group.
The Opportunity
Inherit a well-established client bank with:
* £40M–£50M AUM
* £450,000–£500,000 recurring income
* Advise high-net-worth UK nationals with complex international arrangements
* Join a collaborative team of advisers, paraplanners, and client support professionals
* Work closely with other in-house wealth and platform teams
Responsibilities
* Advise repatriated clients on how to efficiently bring their wealth back into the UK
* Deliver holistic financial planning across pensions, investments, protection, and tax optimisation
* Work with structures such as QROPS, QNUPS, RNUKS, offshore pensions and bonds
What You’ll Need
* Diploma in Financial Planning (or equivalent)
* Current SPS and CAS status
* Experience advising expatriates or dealing with international financial structures
* Knowledge of providers such as iPensions, London & Colonial and Heritage
Salary & Benefits
* £65,000 – £85,000
* Bonus based on performance
* Hybrid working
* Private Medical Insurance
* Strong employer pension contribution
* Life Assurance, Health Cash Plan