Wealth Planner & Client Relationship Advisor
Job in
Portsmouth, Hampshire County, PO5, England, UK
Listed on 2026-07-21
Listing for:
Accountancy Action
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Accountancy Action is seeking an experienced Financial Adviser to provide regulated advice to individuals and businesses. You will help clients achieve financial goals through tailored planning, building long-term relationships with excellent service and tight FCA compliance.
You will work with paraplanners and admin staff to deliver plans and recommendations, stay updated on markets, products, and regulatory changes, and develop opportunities for growth within a supportive team environment.
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