At a Glance
- Tasks: Manage client portfolios and provide tailored financial advice across various areas.
- Company: Focus Search and Selection, a leading firm in wealth management.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for career growth in a client-focused, compliant environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning and strong networking skills.
The predicted salary is between 54000 - 66000 £ per year.
Focus Search and Selection in Milton Keynes is seeking an experienced Financial Planner to join its wealth management team. You will manage an established client portfolio, conduct regular reviews, and provide tailored advice across investments, pensions, protection, tax planning, trusts and estate planning.
You will also develop new relationships through networking and introducers, supported by a professional services environment, with a client-focused approach and emphasis on compliant.
Holistic Financial Planner | Client Growth & Wealth 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
