Chartered Financial Planner – Client Bank + Hybrid
Job in
Harrogate, North Yorkshire, HG1, England, UK
Listed on 2026-03-05
Listing for:
Ortus PSR Ltd.
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Banking & Finance
Job Description & How to Apply Below
A well-supported wealth management firm in the UK is seeking a Chartered Financial Adviser with an established client bank. The successful candidate will inherit a portfolio of fee-paying clients, ensuring compliance while delivering holistic financial advice. This role supports personal growth through a hybrid work model and comes with an attractive salary package, including a performance-related bonus. Ideal candidates will have strong technical knowledge across pensions and investments, and a minimum of Level 4 Diploma.
Support from paraplanning and administrative teams is provided.
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