Senior Financial Planner in Lancashire

3 weeks ago


Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time
Financial Planner Opportunity in Lancashire

We are seeking a highly skilled Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of high net worth clients in Lancashire, providing expert financial planning and investment advice to help them achieve their financial goals.

Key Responsibilities:
  • Manage a portfolio of high net worth clients in Lancashire
  • Provide expert financial planning and investment advice
  • Develop and implement tailored financial plans for clients
  • Monitor and review client portfolios to ensure they remain aligned with their financial goals
Requirements:
  • Experience in financial planning and wealth management
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

We offer a competitive salary and bonus structure, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.



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