PKF Francis Clark in the South West England seeks a Senior Financial Planner to provide high-quality, compliant advice across retirement, investment, tax-efficient wealth management, and estate planning. You will manage a portfolio of high-value clients, develop new business, mentor junior planners, and collaborate with Paraplanners and Client Executives to deliver an outstanding client experience.
This role supports the Regional Leader and contributes to growth and best-practice across the
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Senior Financial Planner | Hybrid, Growth & Mentoring in Truro 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.
