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HNW Wealth Advisor - Holistic Planning & Client

Job in Plymouth, Devon, PL2, England, UK
Listing for: mbf
Full Time position
Listed on 2026-06-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 GBP Yearly GBP 70000.00 YEAR
Job Description & How to Apply Below
Position: HNW Wealth Advisor - Holistic Planning & Client Growth

mbf is seeking an experienced Financial Adviser to join its team in Plymouth, England. This role offers the opportunity to manage an established portfolio of around 100 high-net-worth clients and provide tailored financial planning advice.

With comprehensive support from paraplanning and administration teams, the Financial Adviser will focus on client relationships and long-term service delivery. Attractive salary package includes basic up to £70,000 plus bonuses and excellent career progression opportunities.

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