Field- Financial Planner: Holistic Wealth Advice
Job in
Swindon, SN1, England, UK
Listed on 2026-03-05
Listing for:
Recruit UK
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Location: Swindon
A leading national financial services firm in the UK seeks a Financial Planner to provide tailored financial advice and support clients in achieving their financial goals. This role involves building long-term relationships, managing a client portfolio, and utilizing financial planning tools. Candidates should have a Level 4 Diploma in Financial Planning and strong experience in client advisory. Generous benefits include holiday entitlement, medical insurance, and a matched pension contribution up to 15%.
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