Wealth Planner: Independent Financial Guidance Clients
Job in
Crawley, West Sussex, RH11, England, UK
Listed on 2026-01-12
Listing for:
MENZIES LLP
Contract
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading accountancy and advisory firm in Crawley is seeking a Financial Planner to provide high-quality advice on pensions, investments, protection, and estate planning. This role involves building strong client relationships and achieving business targets while ensuring compliance with regulations. The ideal candidate will have proven experience in financial planning, analytical skills, and excellent communication abilities. This position offers career development opportunities and competitive benefits including private medical cover and flexibility to work agilely.
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