Financial Planning Consultant β€” Impactful Wealth Advisory

Financial Planning Consultant β€” Impactful Wealth Advisory

Full-Time On-site
Burgh Recruitment Ltd

Lombard Private Clients, an Appointed Representative of St. James's Place Wealth Management plc, is seeking a Financial Planning Consultant in the Greater London area. Build trusted relationships with high-calibre prospects and clients, delivering first-class financial planning strategies to improve outcomes and secure their financial futures.

You will engage our community, convert prospects into clients, and turn clients into ambassadors in a dynamic private client business.

Financial Planning Consultant β€” Impactful Wealth Advisory employer: Burgh Recruitment Ltd

Join a dynamic team in Summertown, North Oxford, where your role as a Financial Services Administrator will be pivotal in delivering exceptional client service within a highly respected practice. Enjoy a supportive work culture that values professional growth, offers competitive salaries with bonuses, and fosters a collaborative environment among Advisers and Paraplanners, ensuring you thrive in your career while making a meaningful impact.

Burgh Recruitment Ltd

Contact Details:

Burgh Recruitment Ltd Recruitment Team