Jobtailor in Canterbury is seeking an experienced Financial Planner to deliver holistic financial planning and wealth management advice to clients. You will conduct fact-finds, reviews and present tailored recommendations across pensions, investments, protection and tax planning, while building lasting client relationships.
You will work closely with paraplanners and administrators to ensure an excellent client experience and contribute to the growth and development of the practice, with ongoing
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Holistic Wealth Planner | Client Growth & Investment in Canterbury employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
