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Senior Wealth Planner – Inherited Book

Remote / Online - Candidates ideally in
Gloucester, Gloucestershire, GL1, England, UK
Listing for: Recruit Wealth Ltd
Full Time, Remote/Work from Home position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 75000 GBP Yearly GBP 75000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner – Inherited Book, Hybrid Role
A leading financial planning firm in the UK is seeking an experienced advisor to service existing clients and expand the client base.

This role offers a highly attractive salary up to £75k, excellent bonuses based on performance, and comprehensive support from paraplanning and admin teams. The ideal candidate has extensive financial planning experience and strong skills in client retention, particularly in pension, investment, and protection advice. Home and office working is fully supported.
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Position Requirements
10+ Years work experience
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