Financial Planner - Holistic Wealth (Hybrid)

Financial Planner - Holistic Wealth (Hybrid)

Full-Time No working from home possible
Recruit Wealth Ltd

Recruit Wealth Ltd in the Midlands region is seeking an experienced Financial Planner to inherit and develop an existing client portfolio while also handling new enquiries. You will provide comprehensive advice across pensions, investments, retirement planning, protection and estate planning, delivering long-term value to clients.

The role offers a robust support structure with paraplanning and compliance, enabling you to focus on high-quality planning, strong relationships and professional

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Financial Planner - Holistic Wealth (Hybrid) employer: Recruit Wealth Ltd

Recruit Wealth Ltd is an excellent employer that prioritises employee growth and development within a dynamic and supportive work culture. With hybrid working arrangements, competitive salaries, and a commitment to professional advancement, employees are empowered to thrive in their roles while contributing to exceptional client service in the financial planning sector.

Recruit Wealth Ltd

Contact Details:

Recruit Wealth Ltd Recruitment Team