Senior Wealth Planner - Chartered, Private Banking Expert

LGT Vestra LLP; Bristol; On-site; GBP 55,000 - 80,000; Full time

Job summary

A leading wealth management firm in Bristol seeks a Chartered Financial Planner to provide personalized wealth planning and structuring advice to clients. Candidates must have at least 7 years' experience in private banking, strong regulatory knowledge, and proficiency in cash flow planning software. The role offers a chance to build client relationships while ensuring compliance with industry regulations.

Qualifications

• Minimum 7 years’ experience as a wealth planner in a private wealth manager/private banking environment.
• Sound technical knowledge of current legislation, industry and products.

Responsibilities

• Manage your own workload and give advice to clients.
• Ensure compliance with regulatory requirements.
• Maintain continuous professional development to meet regulatory obligations.
• Protect the firm from legal, regulatory, operational or reputational risks.

Skills

Strong understanding of wealth planning

Excellent planning and organisational skills

Proficient IT skills

Experience with cash flow planning software

Pension transfer specialist

Education

University qualification or equivalent industry experience

Tools

Voyant

Outlook

Word

Excel

Job description

A leading wealth management firm in Bristol seeks a Chartered Financial Planner to provide personalized wealth planning and structuring advice to clients. Candidates must have at least 7 years' experience in private banking, strong regulatory knowledge, and proficiency in cash flow planning software. The role offers a chance to build client relationships while ensuring compliance with industry regulations.