A prominent wealth management firm is seeking a Partner Financial Planning professional to enhance client relationships and provide expert financial advice. This role focuses on developing personalized financial planning solutions, conducting annual reviews, and collaborating with stakeholders. Ideal candidates will possess a level 4 qualification or above and demonstrate strong business acumen and effective communication skills. The firm offers a competitive benefits package that includes private medical insurance and pension contributions. #J-18808-Ljbffr
Contact Detail:
Evelyn Partners Limited Recruiting Team