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Senior Wealth Planner - Hybrid​/Remote Private Clients

Remote / Online - Candidates ideally in
West Kirby, Birkenhead, Merseyside, CH41, England, UK
Listing for: Recruit Wealth Ltd
Full Time, Remote/Work from Home position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner - Hybrid/Remote for Private Clients
Location: West Kirby

A national financial planning firm is seeking a skilled advisor to service existing clients in the Wirral area while expanding business activities. Ideal candidates will have extensive financial planning experience, be FCA registered, and hold relevant qualifications. The role offers excellent bonuses, full support from paraplanning and administrative teams, and a hybrid working environment. This opportunity presents a chance to join a prominent player in the industry with a transparent fee structure and holistic approach.
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Position Requirements
10+ Years work experience
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