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Financial Planning Consultant - Client Portfolio Advisor
Job in
Weymouth, Dorset County, DT3, England, UK
Listed on 2026-01-18
Listing for:
Independent Resourcing Consultancy Ltd
Full Time
position Listed on 2026-01-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A consultancy firm is seeking a Consultant for its Financial Planning team based in Weymouth. The role focuses on managing a client portfolio and advising holistically. Ideal candidates will have commercial experience and chartered status, along with strong networking skills to attract new clients. The position will be supported by a dedicated team, allowing a focus on client advice and relationship development.
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