Wealth Planner – Technical Financial Advice, Low-Pressure Role in Cheltenham

Wealth Planner – Technical Financial Advice, Low-Pressure Role in Cheltenham

Cheltenham Full-Time No working from home possible
Synchronicity Group

Synchronicity Group in Cheltenham is seeking a Financial Adviser to provide technical wealth planning advice and collaborate with Investment Managers. The ideal candidate will have strong financial expertise without the pressure of acquiring new clients.

This role offers an excellent opportunity for those looking for a supportive environment with no business development targets. The firm values long-term relationships and seeks a team player to join their dynamic team.

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Synchronicity Group

Contact Details:

Synchronicity Group Recruitment Team