Senior Independent Financial Planner with Bank-Provided Clients

Senior Independent Financial Planner with Bank-Provided Clients

Full-Time No working from home possible
Reward Recruitment

Reward Recruitment is seeking an Independent Financial Advisor in Portsmouth to join a progressive national Financial Planning firm. You will inherit an established client bank of about 120 households and work with a skilled team to grow the portfolio.

The role requires Diploma-level qualifications (Level 4 minimum, Level 6/Chartered preferred) with CAS/SPS credentials, and the ability to work independently within a small, self-driven team.

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Senior Independent Financial Planner with Bank-Provided Clients employer: Reward Recruitment

As a leading specialist in financial services, our company offers an exceptional work environment for Private Wealth Managers in Huddersfield, where you can thrive in a culture that prioritises relationship building and strategic collaboration. We provide competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our employees are well-supported in their career journeys while making a meaningful impact on the lives of high net-worth clients.

Reward Recruitment

Contact Details:

Reward Recruitment Recruitment Team