Senior Wealth Planner - Grow Client Portfolios & Strategy

FRANCIS CLARK; Salisbury; On-site; GBP 55,000 - 75,000; Full time

Job summary

Francis Clark is seeking a Senior Financial Planner to deliver high-quality, compliant financial advice to a diverse client portfolio and to build strong relationships with clients. You will identify new opportunities, win new business, and contribute to the growth of the wider regional team.

The role emphasizes technical expertise, regulatory compliance, and active involvement in regional business development across Salisbury and surrounding areas.

Qualifications

• Provide high-quality, compliant financial advice to a diverse client portfolio.
• Identify new opportunities and win new business.
• Contribute to the growth and success of the regional team.

Responsibilities

• Deliver compliant financial guidance and build trusted client relationships.
• Support regional growth objectives by identifying opportunities and new clients.

Skills

Relationship-building

Technical expertise

Regulatory compliance

New business development

Job description

Francis Clark is seeking a Senior Financial Planner to deliver high-quality, compliant financial advice to a diverse client portfolio and to build strong relationships with clients. You will identify new opportunities, win new business, and contribute to the growth of the wider regional team.

The role emphasizes technical expertise, regulatory compliance, and active involvement in regional business development across Salisbury and surrounding areas.