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Senior Wealth Planner ‑Net‑Worth Clients
Job in
Bishop's Stortford, Hertfordshire, CM23, England, UK
Listed on 2026-01-24
Listing for:
Financial Divisions
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A wealth planning firm in Bishop's Stortford seeks an experienced Senior Financial Planner to manage a client bank with assets from £500k to multiple millions. The role offers dedicated support and rewards for new business generated. Ideal candidates will have a background in independent wealth planning and familiarity with financial platforms such as Quilter and AJ Bell. This is a fantastic opportunity to work in a supportive environment focused on client service rather than sales targets.
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Position Requirements
10+ Years
work experience
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