Careers
Financial Planner
We are looking for an experienced financial planner to join our dynamic and growing team
You will work closely with clients to assess their financial goals and develop tailored strategies to meet their needs. You will provide advice on investments, retirement planning, insurance, estate planning, and more. This is an exciting opportunity to build long-term relationships with clients while helping them make informed financial decisions.
Financial Planner
Ferndown - Dorset | Attractive Salary + benefits depending on experience and client bank.
The Opportunity
We are looking for an experienced financial planner to join our dynamic and growing team
You will work closely with clients to assess their financial goals and develop tailored strategies to meet their needs. You will provide advice on investments, retirement planning, insurance, estate planning, and more. This is an exciting opportunity to build long-term relationships with clients while helping them make informed financial decisions.
Your Credentials
- Qualified with three years experience
- Existing client bank
- Client focused, articulate and great team worker
- Advanced IT skills
Book a one to one meeting
Please do not hesitate to contact us as we do not charge for initial meetings. We would love to hear from you.
Get in Touch