Senior Financial Planner - High-Value Wealth Planning in Salisbury

Senior Financial Planner - High-Value Wealth Planning in Salisbury

Salisbury Full-Time On-site
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PKF Francis Clark is recruiting a Senior Financial Planner to provide high-quality, compliant advice to a diverse client base, managing a personal portfolio and supporting colleagues.

The role involves advising on retirement, investments, tax-efficient wealth management, and estate planning, with travel between Salisbury and Poole and hybrid working.

You'll mentor junior planners, contribute to growth, and uphold regulatory standards.

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Senior Financial Planner - High-Value Wealth Planning in Salisbury employer: Financial Planning Firm

Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.

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Contact Details:

Financial Planning Firm Recruitment Team