Wealth Planner/senior Wealth Planner

2 weeks ago


East of England, United Kingdom BWD Search & Selection Ltd Full time

The Chartered Financial Planning division of a large regional, multi-office Professional Services firm is currently looking to hire a Wealth Planner or Senior Wealth Planner to its team.

Working closely with the Partners and other fee earners across various business streams, you will provide holistic, independent advice to a wealthy individuals, with the majority of clients coming through internal referral.

A great opportunity to progress your financial planning career within a growing, ethical and highly professional business. Location is flexible with offices across Essex, East Hertfordshire and Cambridge.
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