Financial Planner
of an existing, high-quality client book. This is not a business development or new-business sales role. It is a relationship-led
of an existing, high-quality client book. This is not a business development or new-business sales role. It is a relationship-led
while continuing to develop their technical expertise. What’s on Offer: Hybrid working options. Support towards professional
Responsibilities Providing professional best advice and guidance to clients on the most suitable product to meet their Personal Insurance requirements. Handling new business enquiries for p…
senior advisory team. The firm specialises in high-net-worth and affluent private clients, providing holistic financial... planning and discretionary investment advice. This is a senior, cl…
-based financial advice. The firm works primarily with business owners, senior professionals and retirees, helping clients... planning, wealth structuring and their wider financial affairs.…
The Opportunity This is a newly defined, senior leadership role sitting one level below the Chief Revenue Officer. The
The Role This is a senior individual contributor role. The successful candidate will act as the internal authority on how customer behaviour is defined, segmented and activated, driving a s…
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