Financial Planning Expert

1 month ago


WestonsuperMare, North Somerset, United Kingdom CleverHR Full time

CleverHR is seeking an experienced Financial Planning Expert to join their team. As a key member of the business, you will provide high-quality advice to HNW clients across the South West.

The ideal candidate will have a proven track record in financial planning and a strong interest in investment management. They will be responsible for delivering exceptional service to clients, working closely with the Investment Committee to develop and implement investment strategies.

This is a fantastic opportunity for someone who wants to make a real impact in the wealth management industry. With a competitive salary commensurate with experience and qualifications, plus a benefits package, this role offers a great work-life balance.

About You:
  • You will have a minimum of 5 years' experience in financial planning, with a focus on investment management.
  • Strong communication and interpersonal skills are essential for this role, as you will be working closely with clients and other stakeholders.


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