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Own Client Book: Senior Financial Planner; Hybrid

Job in Boughton, Nottinghamshire, PE33, England, UK
Listing for: Ellis James Partners Ltd
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 75000 GBP Yearly GBP 75000.00 YEAR
Job Description & How to Apply Below
Position: Own Your Client Book: Senior Financial Planner (Hybrid)
Location: Boughton

A growing advice firm in the UK is seeking an Experienced Financial Planner to inherit a live client bank from a retiring adviser with full support. The role includes nurturing client relationships and delivering holistic financial planning. The ideal candidate should have a Level 4 Diploma, proven client engagement skills, and be comfortable with a hybrid working pattern. This position offers a competitive salary of £75k base plus commission and a pathway to senior management roles.
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Position Requirements
10+ Years work experience
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