Financial Planner - Wealth Management firm, Gloucestershire

Posted 11 April by BWD Search & Selection

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Salary negotiable

Cheltenham , Gloucestershire

Permanent, full-time

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A leading wealth management firm are looking to appoint a Financial Planner to their Cheltenham office. Working within a dynamic team of Financial Planners and Investment Managers, you will take over some existing HNW clients, as well as developing both internal and external relationships to nurture further business.

The role would suit an ambitious Financial Planner with 1-5 years authorised experience, looking to progress their career with a market leading brand.

Financial Planning is an integral part of this business, with planners often leading client relationships. The firm has an exceptional culture, with a real focus on supporting employees to achieve a healthy work/life balance, and on opening up long term career progression and promotion opportunities.

Reference: 52455057

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