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Senior Wealth Planner HNW Private Clients
Job in
Fareham, Hampshire County, PO16, England, UK
Listed on 2025-12-30
Listing for:
JJ SEARCH LIMITED
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
An investment management firm is seeking a Financial Planner to manage high net worth clients in Fareham. The role involves preparing technical and tailored wealth planning advice, developing cash flow plans, and building client relationships. The ideal candidate should have over 5 years of financial planning experience, hold at least a Level 4 Financial Planning Diploma, and possess strong communication and organizational skills.
This is a full-time position offering comprehensive support for client management.
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Position Requirements
10+ Years
work experience
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