Wealth Planning Advisor in Bath

Wealth Planning Advisor in Bath

Bath Full-Time No working from home possible
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Lync Wealth Management is seeking a motivated Financial Adviser (CF30) to join our Bath office. You will provide comprehensive financial planning and implement strategies for existing and prospective clients, building trusted relationships and delivering holistic advice.

You will work within a restricted but highly regarded advice firm, supported by paraplanning and administration. You’ll uphold FCA independence, maintain records, and continuously develop through CPD to meet clients’ long-term

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Wealth Planning Advisor in Bath employer: Lync Wealth Management

Lync Wealth Management is an exceptional employer that prioritises employee growth and fosters a collaborative work culture. Located in a vibrant area, we offer comprehensive benefits and a supportive environment where you can thrive while making meaningful connections with clients and colleagues alike.

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Contact Details:

Lync Wealth Management Recruitment Team