Wealth Management Specialist

9 hours ago


Poole, Poole, United Kingdom Peter Harding Wealth Management Full time
Skill Requirements

We are looking for a skilled Wealth Management Specialist to provide expert financial planning services to our clients. The successful candidate will have a proven track record in financial planning, a strong understanding of the financial services industry, and excellent communication skills.

To excel in this role, you must have a Level 4 diploma in regulated financial planning, a minimum of 3 years' experience in financial planning, and a keen interest in ongoing personal and professional development.

This full-time position offers a competitive salary, pension scheme, private medical insurance, and opportunities for career growth within our business.



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