Wise Investment is seeking a Financial Planner to join our growing, independent wealth management firm based in Chipping Norton. The role is hybrid, with office presence required two days a week, and hours from 9am to 5pm, Monday to Friday.
You will work with clients to provide tailored financial advice, build long-term relationships, and collaborate with Paraplanners, Administrators and other planners. A Level 4 Diploma in Regulated Financial Planning and 2+ years of experience are desirable.
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Hybrid Financial Planner for Wealth & Retirement employer: Wise Investment | B Corp™
Wise Investment is an exceptional employer, offering a unique opportunity for growth and development within a supportive, employee-owned culture. Located in the picturesque Chipping Norton, our team enjoys a collaborative work environment that prioritises quality and excellence, alongside generous benefits such as a substantial holiday allowance, individual training budgets, and a commitment to work-life balance. Join us to be part of a dedicated team that values long-term relationships and professional development in the wealth management sector.
