Independent Financial Planner β€” Warm Leads & Pre-Booked Meetings in Shrewsbury

Independent Financial Planner β€” Warm Leads & Pre-Booked Meetings in Shrewsbury

Shrewsbury Full-Time No working from home possible
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Confidential Client, a well-established wealth management firm, is seeking an experienced Financial Planner to join its independent advisory team. This priority hire offers access to warm leads, pre-booked meetings and a chance to build your own client portfolio.

The role focuses on long-term relationship management and holistic financial planning, with paraplanning and administrative support to help you deliver client-centric advice.

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Contact Details:

IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team