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Financial Planner - Existing Client Bank, Hybrid

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Financial Planning Firm
Full Time position
Listed on 2026-08-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below

Financial Planning Firm in Wiltshire is seeking a Financial Planner to join an established, growing practice. You will take over an existing book of high-net-worth clients and provide holistic, long-term financial planning advice with a strong focus on client outcomes.

You'll be supported by dedicated paraplanners and administrators, with modern planning technology to streamline delivery. The role offers hybrid working, a competitive salary, and scope for progression toward Chartered status.

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