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Senior Financial Planner
Job in
Swansea, Swansea County, SA1, Wales, UK
Listed on 2026-09-21
Listing for:
Financial Divisions
Full Time
position Listed on 2026-09-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
take home Clients are retirees, families, City professionals, business owners Lots of pensions, investments, IHT and intergenerational family work Average client has £500k - £2m invested Top client has £15m invested Clients spread across London and North & East Surrey You need to be resident or close to these areas Mix of office based in London and also in Surrey and then out meeting clients Full administration and paraplanning support from a pooled team Contact Peter at Financial Divisions for more information
Position Requirements
10+ Years
work experience
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