Seeking a Chartered or Diploma-qualified Senior Financial Planner to manage a portfolio of high-value clients, advising on investments and planning. Role involves business development, client relationship management, and mentoring junior staff.
Financial Planner, Poole, £50,000 - £65,000 employer: Accountancy & Wealth Planning Group
As a Senior Financial Planner with us, you'll thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer competitive salaries, comprehensive benefits, and a culture that values collaboration and innovation, all set in a vibrant location that fosters both professional and personal fulfilment. Join us to make a meaningful impact on our high-value clients while advancing your career in financial planning.
Contact Details:
Accountancy & Wealth Planning Group Recruitment Team
