Wealth Planner for High Net Worth Clients - Growth Role in Bradford-on-Avon

A local financial planning firm in Bradford-on-Avon is looking for Financial Planners to support its growth. The ideal candidate will manage an existing portfolio and be responsible for client retention and growth. Candidates must hold a Level 4 Diploma in Financial Planning and ideally have advanced qualifications towards Chartered status. This role offers back-office support and the opportunity to work with high-value clients. Join a team that prioritizes client relationships and professional development. #J-18808-Ljbffr