Job Description
Up to £60k DOE | Hybrid Working | Minehead
An established and highly respected Chartered financial planning firm is seeking a skilled and personable Financial Planner to join their friendly and professional team in Minehead. The firm prides itself on delivering clear, unbiased, and holistic financial advice, building long-term relationships with clients based on trust, transparency, and expertise.
Role:
This is a superb opportunity for an experienced adviser or reviewer to step into an employed role, inheriting a warm and loyal client bank with a healthy pipeline of leads and growth opportunities. With assets under management of at least £30 million, the successful candidate will deliver exceptional service to existing clients while nurturing new relationships through referrals and professional connections.
Responsibilit...
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