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Chartered Wealth Planner for HNW Clients

Posted 22 hours 11 minutes ago by Isio

Permanent
Full Time
Other
Gloucestershire, Bristol, United Kingdom, BS153
Job Description
A national firm of Wealth Advisers is seeking an experienced Chartered Financial Planner to provide exceptional financial planning and wealth consulting services. The role offers a hybrid workstyle and involves building relationships with clients and internal networks. Candidates should have at least 3 years of experience, working towards Chartered status, and possess excellent financial planning skills. Join a company committed to fostering partnerships and delivering exceptional client value.
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