Financial planner Work, Jobs in Shirehampton, Bst (with Salaries)

Financial Planning Associate - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
11d
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Senior Financial Planner
WTW —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Financial Planner
Partnership Recruitment —Shipham
6d
Associate Wealth Paraplanner
Royal Bank of Canada —Cardiff
- Full-time
- Communication skills
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking
Paraplanner (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
11d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills

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Trainee / Associate Financial Planner
Fort Financial Planning Ltd —Sherborne
\* *Develop and apply technical expertise: *Begin advising clients on investment solutions, tax planning strategies and protection needs, always acting in their…
£35,000 - £50,000 a year
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Financial Planning Associate - Bristol
Atomos —Bristol
Level 4 qualified (through CII) in Financial Planning. Competitive Pension Scheme - we contribute 6%, you 3%. You will be supported through our Junior Financial…
11d

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Financial Planning Associate - Bristol

Atomos -
Bristol

Apply Now

Job details

11 days ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Microsoft Excel
Organisational skills
Communication skills
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, South West, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

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financial planner jobs in shirehampton, bst

Financial Planning Associate - Bristol