Financial Adviser
Publicada el 2026-08-01
Descripción de la oferta
Our client is looking for a Wealth Planner to join their team based near Faversham, Kent . The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company. Key Responsibilities: - To comply with FCA rules and guidance and Compliance and T&C procedures. - Proactively generate new business opportunities using existing clients, lead…
Skills
Fuente original: adzuna:gb