TrinityBridge

The role focuses on servicing and retaining an existing bank of profitable households while acquiring new clients and assets. Responsibilities include executing annual business plans, conducting compliant client reviews remotely, and meeting KPIs via a Balanced Business Scorecard.

The Financial Planner is responsible for building and maintaining trusted client relationships while acquiring new clients and assets to meet annual business targets. They must ensure all financial planning activities remain compliant with FCA regulations and internal quality standards.