HNW Financial Planner: Pensions, IHT & Investments
HNW Financial Planner: Pensions, IHT & Investments

HNW Financial Planner: Pensions, IHT & Investments

Full-Time No home office possible
Go Premium
O

A leading financial advisory firm in Birmingham seeks an experienced Financial Planner to manage an established high-net-worth client book. This strategic position requires a Level 4 Diploma in Regulated Financial Planning and strong technical knowledge in pensions, investments, and tax-efficient solutions. You will provide ongoing financial planning and develop new business through warm referrals and networking. This role offers a competitive salary plus benefits and hybrid working options. #J-18808-Ljbffr

O

Contact Detail:

Ortus Psr Recruiting Team

HNW Financial Planner: Pensions, IHT & Investments
Ortus Psr
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

O
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>