Hybrid Financial Planner - Client-Focused Adviser in Lydiard Millicent

Hybrid Financial Planner - Client-Focused Adviser in Lydiard Millicent

Lydiard Millicent Full-Time On-site
CV Elite Limited

Butler Toll Financial Planners in Swindon, Wiltshire, is seeking a Financial Planner (Adviser or Trainee) to service an established client portfolio. You will focus on relationship-building, ongoing service, and developing technical knowledge in a supportive independent firm.

The role offers hybrid/flexible working (office 1–2 days weekly) and progression toward Chartered status as you grow your advisory capabilities.

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Hybrid Financial Planner - Client-Focused Adviser in Lydiard Millicent employer: CV Elite Limited

David Smith Financial Services is an exceptional employer, offering a supportive and family-oriented work culture that values each team member's contributions. With competitive benefits including generous holiday allowances, flexible working options, and a commitment to ongoing professional development, employees are empowered to grow within a dynamic and ambitious environment. Located in Loughton, Essex, this independent Chartered Financial Planning firm fosters a sense of belonging and collaboration, making it an ideal place for those seeking meaningful and rewarding employment.

CV Elite Limited

Contact Details:

CV Elite Limited Recruitment Team