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Senior Financial Planner & Wealth Strategy Advisor
Job in
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-09-03
Listing for:
St. James’s Place
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
A leading financial advisory firm seeks an Experienced Financial Adviser to provide comprehensive financial advice and build long-term relationships with clients. The ideal candidate will have 3-5 years of experience and a Level 4 Diploma in Financial Planning. Key responsibilities include managing client portfolios and delivering bespoke advice on investments, retirement planning, and tax-efficient strategies.
This role offers the benefit of innovative technology and administrative support to enhance client service.
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Position Requirements
10+ Years
work experience
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