Holistic Wealth Planner for High-Net-Worth Clients

Poole Source: WhatJobs
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Financial Divisions is seeking a Diploma-qualified financial planner to join a close-knit team and take ownership of an established high-net-worth client bank in the UK. The role emphasizes personal connection, trust and holistic planning over aggressive business development, with pensions, investments, inheritance and tax planning at the core.

You will work within a collaborative culture that respects expertise and client-first thinking, supporting clients through retirement and life changes,

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Full job description from WhatJobs. Apply for this role →

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