At a Glance
- Tasks: Manage client portfolios and provide tailored financial advice across various areas.
- Company: Established professional services business with a focus on wealth management.
- Benefits: Negotiable salary, benefits package, and opportunities for professional development.
- Other info: Supportive environment with opportunities for networking and career growth.
- Why this job: Join a dynamic team and build long-term relationships while making a real impact.
- Qualifications: Experience as a Financial Planner with strong technical knowledge and communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Financial Planner Milton Keynes | Negotiable Salary + Benefits An established and growing professional services business is looking to appoint an experienced Financial Planner to join its wealth management team.
This is an excellent opportunity for a client-focused adviser who enjoys delivering holistic financial planning and building long-term relationships with clients.
The role will involve managing an established client portfolio, conducting regular financial reviews and providing tailored advice across investments, pensions, protection, tax planning, trusts and estate planning.
Alongside client management, you'll have the opportunity to develop new relationships through networking, professional introducers and the wider business, with the support of a broader professional services environment.
We're looking for someone who: Is an experienced Financial Adviser / Financial Planner with Competent Adviser Status Is Chartered or actively working towards Chartered status Has strong technical knowledge across holistic financial planning Builds trusted, long-term client relationships Is commercially minded and comfortable developing new business Has excellent communication skills and a professional, personable approach Takes pride in delivering high-quality, compliant advice This role would sui...
Financial Planner in Milton Keynes employer: Focus Search and Selection
Join a highly respected wealth management firm in Sheffield, where your career can truly flourish. With a strong commitment to employee development and a collaborative work culture, this company offers clear pathways for progression, competitive salaries, and a supportive team that values your contributions. Experience the benefits of working in a modern environment that prioritises professional growth and fosters a sense of community among its staff.
Contact Details:
Focus Search and Selection Recruitment Team
