Financial Planner salaries in Portishead, SOM

Hybrid working arrangement (3 days in office, 2 at home after probation period). Study support for professional qualifications, 2 days paid study leave per exam…

£28,000 - £35,000 a year

3 days ago

Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals…

Financial Services: 2 years (preferred). We currently look after more than 500 client relationships, providing advice across retirement planning, investment…

£28,000 - £32,000 a year

This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being…

Be the Go-To: Act as the escalation point for complex queries and provide clear, proactive solutions. Competitive Pension Scheme - we contribute 6%, you 3%.

Regulated sales and client relationship management experience. Work as part of the relationship team to identify client needs, secure commitment to fee‑based…