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Wealth Planner - Inherited Client Book

Job in Harrogate, North Yorkshire, HG1, England, UK
Listing for: Ortus PSR Ltd.
Full Time position
Listed on 2026-02-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planner - Inherited Client Book, High-Earning Role
A notable financial planning firm is seeking an ambitious Financial Advisor in the United Kingdom.

This role offers an inherited client base alongside opportunities for business growth. Candidates should hold a Level 4 Diploma in Financial Planning and have experience in delivering regulated financial advice. You will work towards exceeding business targets, and ensure compliance with FCA regulations while fostering strong client relationships. The firm provides administrative support and a competitive bonus structure.
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