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Senior wealth planner – retirement & estate expert

York (North Yorkshire)
Berkeley Croft
Wealth planner
€60,000 a year
Posted: 27 April
Offer description

A leading wealth management firm in the UK is seeking an experienced Wealth Planner to deliver high-quality financial planning advice. This role focuses on retirement and estate planning while managing client relationships and supporting business growth. The ideal candidate will have a relevant degree, CII Level 6 qualification, and at least 2 years of Financial Planning experience, particularly with High Net Worth clients. This role offers a significant opportunity for career advancement in a growing team.
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