Financial Planner in Cornwall

Job Title: Senior Financial Planner Industry: Financial Planning Location: Remote - clients in Cornwall/Devon, HO in Truro Salary: Up to £77,000 Job Reference: 10536 Recruit UK is supporting a highly successful and growing wealth management business with the appointment of an experienced Senior Financial Planner to join their team on a remote basis. Job Description: Our client has developed a strong reputation for delivering high-quality wealth management services, helping clients achieve their financial goals through trusted relationships and personalised financial planning. This is an excellent opportunity for an experienced Financial Planner to take ownership of an established client bank, focusing on delivering exceptional advice and building long-term client relationships. You will be supported by experienced paraplanning and the administration teams allowing you to focus on the clients. The role will involve inheriting and developing an existing client bank of approximately £60 million AUM, providing a strong platform for continued growth. This is a remote opportunity, with time spent in the Cornwall/ Devon area, with a Truro office available for client meetings across the local area. Responsibilities: ...