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Senior Financial Planner: Client Bank & Growth

Job in Leek, Staffordshire, ST13, England, UK
Listing for: MERJE Ltd
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 42000 - 68000 GBP Yearly GBP 42000.00 68000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Planner: Trusted Client Bank & Growth

MERJE Ltd is seeking an experienced Financial Planner to join its growing team. You will provide holistic financial planning to an established client bank and new clients, helping them meet long-term objectives across pensions, investments, protection and retirement planning.

You will work with a supportive team to deliver outstanding client outcomes, build trusted relationships, and progress within a well-regarded independent advisory firm.

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Position Requirements
10+ Years work experience
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