Wealth Planner & Client Relationship Advisor

Wealth Planner & Client Relationship Advisor

Full-Time No working from home possible
Accountancy Action

Accountancy Action is seeking an experienced Financial Adviser to provide regulated advice to individuals and businesses. You will help clients achieve financial goals through tailored planning, building long-term relationships with excellent service and tight FCA compliance.

You will work with paraplanners and admin staff to deliver plans and recommendations, stay updated on markets, products, and regulatory changes, and develop opportunities for growth within a supportive team environment.

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Wealth Planner & Client Relationship Advisor employer: Accountancy Action

As a Financial Controller at our company, you will thrive in a dynamic work culture that prioritises collaboration and innovation. We offer competitive salaries, comprehensive benefits, and ample opportunities for professional growth, all within a supportive environment that values your contributions. Join us in a location that fosters both personal and career development, making it an ideal place for meaningful and rewarding employment.

Accountancy Action

Contact Details:

Accountancy Action Recruitment Team