Wealth Planner

Were looking for a motivated, client-focused Wealth Planner to join our clients mass affluent team.

Find out if this opportunity is a good fit by reading all of the information that follows below.
This role is ideal for a Level 4 Diploma (DipFA) minimum qualified Financial Adviser (or above) seeking a strong remuneration package and access to existing, high-value client relationships.
This hybrid working arrangement requires the Planner to establish and nurture profitable partnerships with both corporate and individual clients within the mass affluent sector. xwzovoh
Candidates will need to be qualified to RDR Level 4 or above, with competent adviser status and experience delivering personalised planning and investment advice, as well as a solid understanding of holistic financial planning.