Financial planner Work, Jobs in Portishead, Som (with Salaries)

Financial Planner
Partnership Recruitment —Shipham
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Financial Planning Associate - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
10d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
4d
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
10d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking

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Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
Regulated sales and client relationship management experience. Work as part of the relationship team to identify client needs, secure commitment to fee‑based…

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Financial Planner

Partnership Recruitment -
Shipham

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Job details

Self-employed

Qualifications

Pension

Full job description

The opportunity

This is a self employed role, hybrid working in the Sandford, Winscombe area. (BS25)

Boutique Practice | Entrepreneurial Opportunity | Equity Potential

Qualifications and experience are important, but they are only part of the picture. We're looking for someone who wants more than simply servicing an existing client bank.
The ideal candidate will combine technical competence with an entrepreneurial mindset. Someone who sees opportunities, enjoys building relationships, and wants to play a meaningful role in the growth and future direction of a successful practice.

This isn't simply a role for an adviser who wants to maintain the status quo.
For the right individual, this is an opportunity to become an integral part of the firm's future growth. We are looking for someone who wants to help build a highly respected financial planning business and share in the success they help create.
With share options available and a clear long-term vision for growth, this role offers the potential to move beyond employment and become a genuine stakeholder in the future of the business.

What will you need to succeed?

A genuine belief in holistic, client-centred financial planning
Level 4 Diploma in Financial Planning as a minimum, with Chartered or Fellowship ambitions welcomed
Proven experience advising clients across pensions, investments and protection
Strong interpersonal and relationship-building skills, with the ability to earn trust and create long-term client partnerships
A commercial and entrepreneurial mindset, with the desire to contribute to the growth and development of the business
The confidence to identify opportunities, generate referrals and help build your own client relationships over time
A collaborative approach and willingness to contribute ideas that improve both client outcomes and business performance
High professional standards, personal integrity and a commitment to delivering exceptional client experiences
Comfort using modern financial planning technology and digital advice tools

Why us?

Perhaps you've reached a stage in your career where you want more influence over the business you work within. You want your ideas heard, your contribution recognised, and the opportunity to help shape the future of a growing practice rather than simply operate within someone else's framework.
If you're entrepreneurial by nature, enjoy building relationships and want to create long-term value for both clients and you, this could be the opportunity you've been looking for.

Apply Now

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financial planner jobs in portishead, som

Financial Planner

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Financial Planning Associate - Bristol

Client Administrator Team Leader - Financial Planning - Bristol

Financial Planning Administrator - 12-month FTC

Associate Director Financial Planning

RBC Brewin Dolphin - Wealth Manager - West of England

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