PKF Francis Clark is recruiting a Senior Financial Planner to provide high-quality, compliant advice to a diverse client base, managing a personal portfolio and supporting colleagues.
The role involves advising on retirement, investments, tax-efficient wealth management, and estate planning, with travel between Salisbury and Poole and hybrid working.
You'll mentor junior planners, contribute to growth, and uphold regulatory standards.
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Senior Financial Planner - High-Value Wealth Planning in Salisbury employer: PKF Francis Clark
PKF Francis Clark is an exceptional employer, offering a collaborative work culture that values professional development and employee growth. With a focus on trusts and estates, our Private Client Tax team provides meaningful opportunities to engage with high-net-worth clients while supporting your career progression through mentorship and training. Located in a vibrant area, we pride ourselves on fostering long-term relationships both with our clients and within our team, making it a rewarding place to build your career.
