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London Wealth Planner Client Advisory
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-06-12
Listing for:
Castlegate Financial Management
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Location: Greater London
A financial services firm is seeking a Financial Planner to drive client growth in London. The successful candidate will meet clients to document their investment plans, recommend strategies, and ensure compliance with financial regulations. Applicants must possess excellent communication and interpersonal skills, be IT literate, and hold at least a Diploma level 4 qualification. This role emphasizes forging strong client relationships and delivering high-quality financial advice in a friendly environment.
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