Job Description

Job Description
Financial Planner – Shrewsbury

Confidential Client | High Priority Appointment

We are currently supporting a well-established, directly authorised and fully independent wealth management firm(confidential client) in the appointment of an experienced Financial Planner.

This is a priority hire, with interviews being arranged promptly for suitable candidates.

The Opportunity

This role offers the opportunity to join a respected advisory firm with a strong regional presence and a consistent flow of client demand.

Unlike traditional roles focused on servicing an existing book, this position provides:
Access to warm, pre-qualified client leads
A schedule of pre-arranged client meetings
The opportunity to build and develop your own client portfolio
A focus on long-term relationship management and holistic financial planning
This is particu...
            

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