PKF Francis Clark in the South West England region is seeking an experienced Senior Financial Planner to deliver high‑quality, regulated financial advice to a diverse client portfolio and to mentor colleagues.
You will manage complex, high‑net‑worth clients, develop solutions across retirement, investment, tax and estate planning, build lasting relationships, win new business and contribute to regional growth and service excellence.
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Senior Financial Planner — Hybrid Wealth Advisor 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.
