Financial planning associate bristol Work, Jobs in Bristol, Eng (with Salaries)

Financial Planning Associate - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
11d
Associate/Associate Director - Town Planning
Arup —Bristol
- Business development
- Leadership
- Communication skills
4d
Associate, Property & Asset Management
JLL —Bristol
- Microsoft Outlook
- Microsoft Office
- IT
Manager/ Associate Director, Financial Advisory
Teneo —Bristol
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Associate, Property & Asset Management
JAA-Jones Lang LaSalle Limited —Bristol
- Full-time
- Microsoft Outlook
- Microsoft Office
- IT
Quick apply
Associate Project Manager
QinetiQ —Bristol
- Full-time
- Sales
- Project management
4d
Associate Director | Quantity Surveyor | Bristol, UK
TSA Riley —Bristol
- Hybrid work
- Leadership
Portfolio Manager
Atomos —Bristol
- Hybrid work
Senior Associate Town Planner
Stride Treglown —Bristol
- Full-time
- Management
- Bachelor's degree
- Flexible schedule
Quick apply
Accounts Senior Associate
Saffery —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- QuickBooks
- Profit sharing
- Annual leave
Management Consultant
Mott MacDonald —Bristol
- Full-time
- Hybrid work
- No degree
- Travel
- Mentoring
- Employee discount
11d
Associate / Associate Partner
Carter Jonas —Bristol
- Full-time
- Travel
- Communication skills
- Annual leave
- Referral programme
Associate Director - Technology, Vision, Strategy & Architecture (Financial Services – Banking & Capital Markets)
Deloitte —Bristol
- Hybrid work
- Business development
- Machine learning
- Accounting
Associate Structural Engineer
Waterman Group —Bristol
- Hybrid work
- Leadership
- Communication skills
- Time management
Associate Director, Corporate Tax, Tax Consulting
Deloitte —Bristol
- Hybrid work
- Communication skills
- Tax experience
VAT Manager
RSM UK —Bristol
- Full-time
- Hybrid work
- Business development
- Project management
- Accounting
Associate Director, Private Client Services
Deloitte —Bristol
- Hybrid work
- Team management
- Tax experience
Software Engineer – Commercial Modification (Associate or Experienced level)
Boeing —Bristol
- Bachelor's degree
- Travel
- Software development
- Life insurance
10d
Senior Associate - Tax, Trusts and Succession
Michelmores LLP —Bristol
- Call to connect
- Organisational skills
- Communication skills

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Financial Planning Associate - Bristol

Atomos -
Bristol

Apply Now

Job details

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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