Senior Financial Planner – Holistic Wealth for HNW Clients in Cheltenham
Senior Financial Planner – Holistic Wealth for HNW Clients

Senior Financial Planner – Holistic Wealth for HNW Clients in Cheltenham

Cheltenham Full-Time No home office possible
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A leading Investment and Wealth Management firm in Cheltenham is seeking an experienced Financial Planner to join their team. The role involves delivering holistic financial advice to high net worth clients while collaborating with Investment Managers. Ideal candidates will be confident advisers, minimum Level 4 qualified, and ideally Chartered or on the path to achieving. This position offers long-term career development and the chance to contribute to shared team objectives, fostering a quality-driven environment. #J-18808-Ljbffr

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Contact Detail:

Nigel James Associates Ltd Recruiting Team

Senior Financial Planner – Holistic Wealth for HNW Clients in Cheltenham
Nigel James Associates Ltd
Location: Cheltenham
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