At a Glance
- Tasks: Deliver top-notch financial advice and build strong client relationships.
- Company: Francis Clark, a leading firm in financial planning.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for growth and involvement in regional business development.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 63000 - 77000 £ per year.
Francis Clark is seeking a Senior Financial Planner to deliver high-quality, compliant financial advice to a diverse client portfolio and to build strong relationships with clients.
You will identify new opportunities, win new business, and contribute to the growth of the wider regional team.
The role emphasizes technical expertise, regulatory compliance, and active involvement in regional business development across Salisbury and surrounding areas.
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Senior Wealth Planner - Grow Client Portfolios & Strategy in Salisbury employer: FRANCIS CLARK
PKF Francis Clark is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and professional development. With a strong focus on hybrid working, mentoring opportunities, and a commitment to social responsibility as a Certified B Corp, employees can thrive in their careers while making a positive impact. The firm’s recognition as a Great Place to Work and its extensive benefits package further enhance the appeal of joining their dynamic team in the vibrant locations of Salisbury and Poole.
