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Private Client Financial Planner — Pensions & Estate Planning
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-17
Listing for:
Financial Planning Firm
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial services provider in Greater London seeks a Private Client Advisor to deliver exceptional financial advice to a diverse client base. You will handle various topics, including pensions, investment strategies, and tax efficiency. Candidates must possess a Level 4 qualification in Financial Planning, strong organisational skills, and a commitment to client service. This in-office role offers extensive benefits, including annual leave and health coverage, within a collaborative environment.
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