Chartered Financial Planner – Truro
Attractive salary package of over £90,000, plus bonus and benefitsWe are seeking an accomplished Chartered Financial Planner to join our client in a senior, client-facing role. This is an excellent opportunity for a trusted adviser who takes pride in building lasting relationships and delivering thoughtful, compliant solutions for clients with complex financial needs. You will take ownership of an established client book, with the opportunity to strengthen existing relationships and support its continued growth.
What you will bring:
Chartered status, a Level 6 Advanced Diploma in Financial Planning, or an equivalent qualification.
A strong track record of delivering regulated advice to clients with complex financial needs, including high-net-worth and long-standing clients.