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Financial Advisor Financial Consultant Financial Services Banking & Finance

Chartered Financial Planner - Wealth & Client Success

Job in Wells, Somerset County, BA5, England, UK
Listing for: Old Mill
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm located in Wells is seeking an ambitious Chartered Financial Planner. The role emphasizes bespoke financial advice and excellent client relationships, supported by a dedicated team to help streamline client servicing. This opportunity allows for hybrid working and offers generous benefits, including a competitive pension scheme. Join a supportive culture that encourages professional growth and innovation, where the work environment is designed to make coming to work enjoyable.
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