Broster Buchanan is seeking a senior financial planning professional to maintain and grow a portfolio of profitable clients. You will report to a Partner, deliver high-quality financial planning and service, and contribute to a collaborative team environment.
The role requires strong wealth planning experience, excellent communication, and a proactive, outcome-focused approach. This is a client-facing position within a growing advisory firm committed to professional development.
#J-18808-LjbffrSenior Wealth Planner: Client Advisory & Growth in Essex employer: Broster Buchanan
Broster Buchanan is an excellent employer, offering a dynamic work environment in the picturesque setting of Dorset. With a strong focus on employee growth and development, you will have the opportunity to shape the future of IT within the company while enjoying a collaborative culture that values innovation and strategic thinking. The role not only provides competitive benefits but also allows you to make a meaningful impact through your leadership in ERP/CRM implementation.
