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Private Client Financial Planner

Remote / Online - Candidates ideally in
Greater London, London, Greater London, W1B, England, UK
Listing for: Tate
Full Time, Remote/Work from Home position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 70000 GBP Yearly GBP 60000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Financial Planner – Hybrid Role & Great Benefits
Location: Greater London

A financial services firm in the UK is looking for a Financial Planner to deliver personalised financial advice to existing and prospective clients. The ideal candidate should hold a Level 4 Diploma in Financial Planning and have strong knowledge of financial planning topics such as pensions and inheritance tax. The role offers a competitive salary of £60k to £70k, along with a benefits package that includes annual leave, health perks, and ongoing training opportunities for career advancement.
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