At a Glance
- Tasks: Provide holistic financial planning advice to high-net-worth clients.
- Company: Established financial planning firm in Wiltshire with a focus on client outcomes.
- Benefits: Competitive salary, hybrid working, and support for professional progression.
- Other info: Modern technology and dedicated support team to enhance your work experience.
- Why this job: Join a growing practice and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and a passion for client success.
The predicted salary is between 51750 - 63250 £ per year.
Financial Planning Firm in Wiltshire is seeking a Financial Planner to join an established, growing practice.
You will take over an existing book of high-net-worth clients and provide holistic, long-term financial planning advice with a strong focus on client outcomes.
You'll be supported by dedicated paraplanners and administrators, with modern planning technology to streamline delivery.
The role offers hybrid working, a competitive salary, and scope for progression toward Chartered status.
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Financial Planner - Existing Client Bank, Hybrid employer: Financial Planning Firm
As a leading Financial Planning Firm, we pride ourselves on offering a fully remote work environment that empowers our Global Remote Wealth Advisors to thrive from anywhere in the world. With competitive tax-free earnings in the first year and robust support for client meetings, we foster a culture of growth and success, ensuring our employees have access to ongoing professional development and the opportunity to achieve significant financial rewards. Join us to be part of a dynamic team that values your expertise and supports your journey towards excellence in wealth management.
