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Wealth Planning Consultant; Diploma Qualified
Job in
Farnham, Surrey County, IP17, England, UK
Listed on 2026-01-10
Listing for:
Agile HR Consulting Ltd
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial consultancy in Farnham seeks a Financial Planning Consultant to provide high-quality financial advice. This role focuses on building strong relationships with mid to high net worth clients, utilizing lifetime cashflow modelling tools. Ideal candidates should hold a diploma in financial planning and have 2–3 years of experience in financial advice. The consultancy offers a competitive salary and benefits, including professional development support and a performance-based bonus.
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