Job Description
Financial Planner job with an established, growing financial planning firm in Wiltshire
This Financial Planner job offers you the opportunity to join a well established, directly authorised financial planning firm that is entering an exciting phase of controlled growth, with a strong focus on adviser quality, technology and long term client relationships.
As a Financial Planner, you will take over an existing bank of high value clients and focus on delivering holistic, long term financial planning advice. Client allocation will be tailored to your experience level, ensuring you are supported with a portfolio that is both manageable and commercially attractive.
Clients are typically high net worth, with most relationships sitting comfortably above £500k. A separate centralised proposition exists for lower value clients, allowing you as a Financial Planner to spend your time advising on more complex cases rather than servicing smaller accounts.
A key different...
This Financial Planner job offers you the opportunity to join a well established, directly authorised financial planning firm that is entering an exciting phase of controlled growth, with a strong focus on adviser quality, technology and long term client relationships.
As a Financial Planner, you will take over an existing bank of high value clients and focus on delivering holistic, long term financial planning advice. Client allocation will be tailored to your experience level, ensuring you are supported with a portfolio that is both manageable and commercially attractive.
Clients are typically high net worth, with most relationships sitting comfortably above £500k. A separate centralised proposition exists for lower value clients, allowing you as a Financial Planner to spend your time advising on more complex cases rather than servicing smaller accounts.
A key different...