Financial Planner

Financial Planner

Bristol | Hybrid Working

£65,000 to £85,000 + Bonus + Benefits

A growing UK-based financial planning team is looking to appoint an experienced Expat Financial Planner to support clients returning to the UK from overseas.

This is a unique opportunity to inherit a significant client book and play a key role in delivering specialist cross-border advice within a high-growth, PE-backed wealth management group.

The Opportunity

Inherit a well-established client bank with:

• £40M-£50M AUM
• £450,000-£500,000 recurring income
• Advise high-net-worth UK nationals with complex international arrangements
• Join a collaborative team of advisers, paraplanners, and client support professionals
• Work closely with other in-house wealth and platform teams

Responsibilities

• Advise repatriated clients on how to efficiently bring their wealth back into the UK
• Deliver holistic financial planning across pensions, investments, protection, and tax optimisation
• Work with structures such as QROPS, QNUPS, RNUKS, offshore pensions and bonds

What You’ll Need

• Diploma in Financial Planning (or equivalent)
• Current SPS and CAS status
• Experience advising expatriates or dealing with international financial structures
• Knowledge of providers such as iPensions, London & Colonial and Heritage

Salary & Benefits

• £65,000 - £85,000
• Bonus based on performance
• Hybrid working
• Private Medical Insurance
• Strong employer pension contribution
• Life Assurance, Health Cash Plan