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Wealth Advisor HNW Clients — Financial Planning
Job in
Workington, Cumbria County, CA14, England, UK
Listed on 2026-01-16
Listing for:
JohnstonGreer
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A wealth management firm is seeking a Financial Advisor to provide personalized financial planning services to high-net-worth clients. The ideal candidate will have a Level 4 qualification and at least 12–18 months of client-facing experience. Responsibilities include advising clients on various financial matters, managing an existing client bank, and generating new business. Most client meetings will be office-based in Workington, Cumbria, offering a collaborative working environment with strong support for growth.
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