Chartered Financial Planner

The Progress Shed; Tiverton; On-site; GBP 30,000 - 50,000; Full time

Job summary

A growing firm in Tiverton is seeking a Financial Planner to enhance their client relationships and support service. The role emphasizes collaboration within a warm, welcoming team environment focused on holistic financial guidance. Ideal for those looking to contribute in a meaningful and client-centered way.

Responsibilities

• Take on existing review clients and maintain client relationships.
• Work with a dedicated team for client support and collaborate effectively.

Job description

Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment.

Outline of the Role

1. Take on existing review clients and maintain client relationships
2. Work with a dedicated team for client support and collaborate effectively