Bristol | Hybrid working | Salary up to circa £80,000 | Existing client revenue opportunities | Bonus above validation
This is not a conventional Financial Planner vacancy
Our client is an established, national wealth management group with ambitious plans to build a substantially larger presence in Bristol.
The business already has a base in the city, but this appointment represents the beginning of a wider regional growth strategy. The successful Financial Planner will have the opportunity to build a valuable client bank while helping shape the future development of the Bristol office.
As the operation grows, there is potential for the successful individual to assume greater regional responsibility and develop towards a lead adviser or Head of Office position.
This is a particularly compelling opportunity for an established Financial Planner who is performing well but cannot see a credible path towards leadership, influence or meaningful progression within their current firm.
You will not be expected to start entirely from scratch
The business has a consistent record of making existing client revenue available to advisers through succession planning, acquisitions and changes within its existing adviser population.
The exact level and timing of transferred revenue will depend on the opportunities available when the appointment is made. However, there is a credible expectation that the successful individual will receive existing client relationships to manage and develop.
Depending on availability and the adviser’s experience, this could potentially represent approximately £100,000 to £200,000 of recurring client revenue.
The successful individual will be expected to retain and develop these relationships while continuing to grow their client bank through referrals, professional connections and wider opportunities generated across the business.
The role
You will:
- Deliver holistic, independent financial planning across pensions, investments, retirement planning, protection and relevant tax and estate-planning considerations
- Build trusted, long-term relationships with existing and prospective clients
- Take responsibility for client relationships introduced through succession or acquisition opportunities
- Conduct detailed client meetings and create tailored financial plans
- Identify opportunities to deepen existing relationships and generate referrals
- Work closely with administration, compliance and paraplanning teams
- Maintain accurate records and consistently meet regulatory and internal standards
- Contribute to the development of the firm’s Bristol operation
- Potentially help shape the future office, culture and regional adviser team
Why consider this opportunity?
For the right Financial Planner, this role offers:
- A prominent position within a planned expansion across Bristol
- The potential to inherit existing client revenue rather than starting with an empty client bank
- An achievable initial validation structure that reflects any revenue transferred
- Independent, whole-of-market financial planning
- Access to established compliance, administration and paraplanning infrastructure
- Plans to build a properly supported regional operation in Bristol
- Hybrid working and sensible flexibility
- The potential to progress towards a leadership or Head of Office position
- The resources and financial backing of an established national wealth management group
Salary, bonus and validation
The anticipated salary range is:
- Level 4 Financial Planners: approximately £55,000 to £75,000, depending on experience and capability
- Chartered Financial Planners: potentially up to approximately £80,000
- Bonus: 25% of qualifying production above validation
Unlike firms that impose an aggressive standard validation target immediately, our client is prepared to structure an incoming adviser’s initial validation around the level of client revenue transferred.
Who we are looking for
You should have:
- A Level 4 Diploma in Regulated Financial Planning, or equivalent
- Competent Adviser Status
- A proven track record within an IFA, financial planning or wealth management environment
- Strong first-meeting, communication and relationship-management skills
- The ability to retain, develop and grow valuable client relationships
- Experience delivering holistic, client-focused financial planning
- A sound understanding of UK financial services regulation and Consumer Duty
- The commercial confidence to contribute to the development of a regional operation
- The ambition and credibility to take on greater responsibility as the Bristol team expands
Chartered status would be advantageous and may support appointment at the upper end of the salary range, but it is not essential.
Location
The role offers hybrid working, but the successful individual must be able to maintain a meaningful presence in Bristol and serve clients across the surrounding region.
Financial Planners based in South Wales, Somerset, Gloucestershire or Wiltshire may also be considered where travelling to Bristol regularly would be realistic and sustainable.
About the business
Our client is an established UK wealth management group offering independent, whole-of-market financial planning.
The business combines the infrastructure, technology and regulatory support of a national organisation with a relationship-led approach to client advice. Its continued growth, acquisition activity and adviser succession requirements create ongoing opportunities for Financial Planners to assume responsibility for existing client relationships.
Interested?
If you are an experienced Financial Planner in or around Bristol and want more than a modest salary increase for performing the same role elsewhere, this opportunity offers something materially different.
You could build a valuable client bank while helping establish—and potentially lead—the next stage of a major wealth management firm’s development in Bristol.