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Senior Financial Planner: Client Wealth; Hybrid
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2025-12-30
Listing for:
Evelyn Partners
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Bristol seeks a talented Financial Planner to deliver personalized financial planning and wealth management advice. The role involves building trusted relationships with clients, executing business plans, and ensuring accurate record-keeping. Ideal candidates will have a Level 4 or higher qualification and strong communication skills. The position offers a competitive salary, private medical insurance, and a hybrid working model.
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Position Requirements
10+ Years
work experience
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