Financial Planner

The Financial Planner position centres on the practice has been established for over 25 years and many clients and their families have been with the firm throughout that time. It would suit someone who can bring reliability, clear communication, and practical judgement to the role.

Known job details

• Pay: £50,000 to £60,000
• Contract: Permanent
• Financial Planner required by this regional wealth management firm that provides individual advice to HNW private clients across a wide spectrum of tax and investment planning.
• Operating across the full spectrum of financial planning you will be responsible for.
• Advising and servicing the firm’s existing client bank.

Likely focus of the role

• The practice has been established for over 25 years and many clients and their families have been with the firm throughout that time.
• You will be relatively new to Advice though you will already have a track record in the advice sector including self-generation skills.