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Wealth Planner - Inherited Client Book
Job in
Harrogate, North Yorkshire, HG1, England, UK
Listed on 2026-02-13
Listing for:
Ortus PSR Ltd.
Full Time
position Listed on 2026-02-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
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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