Wealth Management

Job Title:

Senior Corporate Financial Planning Consultant-Bristol




Wealth Management



Contract Type:


Salary :

60k to 65k OTE 100k

Job Description:

The Company:

One of the largest and most prestigious accountancy firms in the UK with a very strong brand and a international presence. The company has also won numerous awards and currently has Billions of FUM. Due to extra business and Market conditions, our client is looking to recruit a experienced and arounded Financial Planner in the Bristol Office.

The Role:

The firm is looking to appoint a highly talented and enthusiastic individual to join there very high performing corporate channel. You will be dealing with HNW clients and selling an array of products with an emphasis on Investment, pensions, protection. IHT, Employee Benefits. You will also be conducting interviews with clients to review and meet their financial needs and actively provide regulated business solutions and appropriate products where required in order to compliantly achieve individual and team performance levels. All Senior Consultant roles come with full sales support and a fantastic salary, package and bonus structure, as well as many more incentives!


You will need to be a Chartered Financial Planner or approaching this status and have CAS status or held it within the past 12 months and most importantly be able to bring a good client bank with you or potential clients.

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