Wealth Planner - Build Client Relationships
Job in
Leatherhead, Surrey County, KT22, England, UK
Listed on 2025-12-27
Listing for:
Blakemore Recruitment
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A Financial Planning Practice based in Leatherhead seeks a Financial Planner to cultivate existing client relationships and provide expert advice on investment, cashflow, and retirement planning. The role emphasizes close client engagement and achieving business targets within a values-driven organization. Candidates should ideally be Chartered Financial Planners or Level 4 qualified, with a commitment to professional growth. Join a team that values innovation and exceptional service in wealth management.
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