Financial Planner

Reed · Sutton Coldfield, West Midlands · Reino Unido · Presencial · full_time · mid · 45.000–100.000 GBP

Publicada el 2026-07-23

Descripción de la oferta

Private Client Planner Chartered Financial Planner | Client-Centric Advisory Role Are you an experienced Chartered Financial Planner who thrives on deep client relationships, technical excellence and delivering outstanding ongoing advice? An established, values-led financial planning firm is seeking a Private Client Planner to play a pivotal role within a close-knit advisory team (pods). This role is designed for a senior planner who enjoys long-term client stewardship, strategic financial plan…

Fuente original: adzuna:gb