Birmingham, Manchester, Liverpool or Ipswich- Wealth Planners
Birmingham, Manchester, Liverpool or Ipswich
Wealth Planner – Affluent Client Market
Sizable / Negotiable Salaries
An excellent opportunity has arisen for an ambitious and client-focused Wealth Planner to join a highly regarded financial planning business in Birmingham, Manchester, Liverpool or Ipswich.
This role offers the chance to work with established, high-value client relationships, supported by a strong remuneration package and the flexibility of hybrid working. It would suit a Diploma Level 4 qualified Financial Adviser, or above, who is keen to grow their career within the affluent client market.
The successful candidate will be responsible for building, developing and nurturing profitable relationships with both corporate and individual clients, providing personalised financial planning and investment advice tailored to their wider financial goals.
Applicants should be qualified to RDR Level 4 or above, hold competent adviser status, and have a strong understanding of holistic financial planning.
Contact Tel: 08002335516 or hello@resourcematters.co.uk