Job Description
James Phillip Financial Recruitment are working with a local Wealth Management company looking for a Chartered (or near) financial planner to join a unique local practice.
Employed position in a company that offer financial advice to a client base of HNW & UHNW clients they are now looking for an experienced Financial adviser to join their team to manage a client xbpsjku portfolio (c£40m).
As a long standin
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Senior/Chartered Wealth Manager in Boughton employer: James Phillip Financial Recruitment
Join a local award-winning Chartered Wealth company that prioritises employee growth and development, offering a clear pathway to advance into key leadership roles such as the SMF16 Compliance Oversight Function holder. With a strong commitment to compliance excellence and a supportive work culture, employees benefit from ongoing training, a collaborative environment, and the opportunity to make a meaningful impact in the financial services sector while upholding the highest industry standards.
Contact Details:
James Phillip Financial Recruitment Recruitment Team
