Senior Financial Planner - Holistic Wealth & Client Growth in Sunderland

Senior Financial Planner - Holistic Wealth & Client Growth in Sunderland

Sunderland Full-Time On-site
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Northern Spire seeks an experienced, client-focused Financial Planner to join our growing Sunderland team. You will provide holistic financial planning advice to individuals, families and business owners while building long-term trusted relationships.

In this role you will advise on pensions, investments, retirement and protection planning, conduct client reviews, and work with paraplanners and administrators to deliver excellent outcomes.

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Contact Details:

Northern Spire Recruitment Team