At a Glance
- Tasks: Inherit a client bank and drive growth through referrals while delivering holistic financial planning.
- Company: Grove Talent Solutions, a supportive and dynamic team in Northamptonshire.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Join a team focused on service excellence and client satisfaction.
- Why this job: Make a real impact by helping clients achieve their long-term financial goals.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 51750 - 63250 £ per year.
Grove Talent Solutions in Northamptonshire is seeking an experienced Financial Planner to inherit an established client bank and drive growth through referrals, delivering holistic financial planning and compliant advice.
You will work closely with the Financial Planning Director and a supportive paraplanning team to expand client relationships, focus on long-term objectives, and provide ongoing service excellence across pensions, investments, protection and IHT planning.
Holistic Financial Planner – Grow Your Client Base employer: Grove Talent Solutions
Grove Talent Solutions offers a dynamic and supportive work environment in Northamptonshire, where you can thrive as a Holistic Wealth Planner. With a focus on client relationships and professional development, the firm provides excellent mentoring opportunities and a chance to inherit an existing client bank, ensuring a rewarding career path. Join a team that values top-notch service and fosters growth, making it an exceptional employer for those seeking meaningful and impactful work.
