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Senior Financial Planner High-Net-Worth Clients; Fee
Job in
Shaftesbury, Dorset County, SP7, England, UK
Listed on 2026-02-28
Listing for:
Asset Recruit
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A well-established Financial Planning firm in Shaftesbury seeks Financial Planners to manage a client portfolio and support the MD. Candidates must hold a Level 4 Diploma in Financial Planning and have at least 3 years in financial advisory roles, focusing on high net worth clients. This role involves developing new business opportunities and providing comprehensive financial plans. Competitive compensation based on client base and achieved business fees will be offered.
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Position Requirements
10+ Years
work experience
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