Senior Financial Planner / Director Level

Job Title: Senior Financial Planner / Director Level

Industry: Financial Services

Location: Bristol

Salary: Up to £100,000 + Bonus

Job Ref: 10495

Recruit UK is delighted to be supporting a leading national wealth management firm in the search for an experienced Financial Planner to join its growing Bristol office.

This is an excellent opportunity to join a highly respected business with a strong reputation for delivering holistic financial planning to high-net-worth individuals. You’ll be part of an established and collaborative team, working alongside investment managers and other specialists to provide exceptional client outcomes while benefiting from excellent career progression and support.

Job Description:

As a Senior Financial Planner and Associate Director you’ll be responsible for delivering high-quality, holistic financial planning advice to new and existing clients. You’ll build long-term trusted relationships, identify new business opportunities and work collaboratively with colleagues across the business to provide tailored wealth management solutions.

Key responsibilities include:

• Deliver holistic financial planning advice across pensions, investments, retirement, tax and estate planning.
• Build, develop and maintain long-term client relationships.
• Generate new business through referrals, professional introducers and personal networking.
• Conduct regular client reviews, ensuring recommendations remain suitable and aligned to clients’ objectives.
• Work closely with investment managers and other professional specialists to deliver integrated advice.
• Develop relationships with accountants, solicitors and other professional introducers.
• Maintain an active new business pipeline and accurate client records.
• Ensure all advice meets FCA regulations and internal compliance standards.

What’s on Offer:

• Salary Up to £100,000
• Bonus
• Hybrid working
• Private medical insurance
• Generous pension contribution
• Life assurance
• Holiday allowance, with the option to buy additional leave
• Access to a well-established client proposition, clients and collaborative referral network
• Ongoing professional development and genuine long-term career progression

Skills & Experience Needed:

• Level 4 Diploma qualified (minimum) with a current SPS
• Proven experience providing holistic financial planning advice
• Strong technical knowledge across pensions, investments, inheritance tax and retirement planning.
• A track record of building and maintaining long-term client relationships.
• Experience generating new business and developing professional introducer relationships.
• Excellent communication and interpersonal skills.
• A client-first approach with strong commercial awareness.
• Ability to work independently while collaborating effectively within a wider professional team.
• A strong understanding of FCA regulations and delivering compliant, high-quality advice.

If you’re an ambitious Financial Planner looking to join a highly regarded wealth management firm where you can continue to grow your career and work with high-quality clients, we’d love to hear from you.