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Wealth Planning Consultant; Diploma Qualified

Job in Farnham, Surrey County, IP17, England, UK
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
Position: Wealth Planning Consultant (Diploma Qualified)
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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