ACCA Careers is hiring a Financial Planning Specialist to advise Premier Banking clients on investments, retirement planning, inheritance tax and protection. You will grow and manage a diverse portfolio, while keeping pace with markets and promoting the bank's reputation.
You should hold a QCF Level 4 in Regulated Investment Advice and pursue Level 6 progression; in a hybrid role with part office/ client-site work.
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Hybrid Financial Planning Specialist: Wealth Advisory in Birmingham employer: ACCA Careers
Join a dynamic and supportive team at ACCA Careers in Taunton, where your expertise as a Senior Accountant will be valued and nurtured. With a clear progression path, you will have the opportunity to mentor junior staff and engage in meaningful advisory roles for a diverse range of clients, all within a collaborative work culture that prioritises professional growth and development. Enjoy the unique advantage of working in a picturesque location while contributing to the success of sole traders, partnerships, and SMEs.
