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Holistic Wealth Planner - Client-Focused & Growth

Job in Coventry, West Midlands, CV1, England, UK
Listing for: Grove Talent Solutions
Full Time position
Listed on 2026-09-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below

Grove Talent Solutions in the United Kingdom seeks an experienced Financial Planner to join a well-established wealth management firm in Northamptonshire.

The successful candidate will inherit an existing client bank, work closely with the Financial Planning Director, and provide holistic, compliant financial planning across pensions, investments, protection, and IHT. You will develop relationships, deliver top-notch service, and advance your career with mentoring.

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