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Private Client Financial Planner – Holistic Wealth HNW
Job in
Carlisle, Cumbria County, CA1, England, UK
Listed on 2025-12-31
Listing for:
JohnstonGreer
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A prominent financial advisory firm in Carlisle is seeking a Financial Planner to provide independent advice to high-net-worth individuals. The role involves covering the northern county, cultivating client portfolios, and servicing recurring income, focusing on long-term financial success. Ideal candidates should have experience in holistic financial planning and resilience in client interactions.
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