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Wealth planner - inherited client book, high-earning role

Harrogate
Ortus PSR Ltd.
Wealth planner
€70,000 a year
Posted: 27 April
Offer description

A notable financial planning firm is seeking an ambitious Financial Advisor in the United Kingdom. This role offers an inherited client base alongside opportunities for business growth. Candidates should hold a Level 4 Diploma in Financial Planning and have experience in delivering regulated financial advice. You will work towards exceeding business targets, and ensure compliance with FCA regulations while fostering strong client relationships. The firm provides administrative support and a competitive bonus structure.
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