RGH Group is seeking an experienced Financial Planner to manage and grow a client portfolio within a flexible, home-based/field-based framework across North London, Essex and surrounding areas. You will service existing clients, onboard new ones from acquisitions and develop relationships with professionals to expand assets under advice.
The role emphasizes long-term client relationships, regulatory compliance and a strong track record in pensions, investments and retirement planning, with a
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Senior Financial Planner: Remote/Field, Grow £75m AUA employer: RGH Group
Join a dynamic financial planning team in Liverpool, where your role as a Paraplanner will not only enhance your technical skills but also allow you to make a significant impact on client outcomes. With a strong emphasis on professional development, hybrid working options, and a collaborative work culture, this company is dedicated to fostering employee growth and ensuring high standards in financial advice. Experience the unique advantage of working in a supportive environment that values your expertise and encourages continuous learning.
