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Path to Financial Planning: Client-Focused Advisor
Job in
Newton Mearns, East Renfrewshire, G77, Scotland, UK
Listed on 2026-07-21
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor in the UK is seeking a client-focused Financial Planner to deliver tailored financial planning advice to an existing client portfolio, typically with investable assets up to £250k.
You will conduct reviews, support transitions to ongoing service propositions, and build relationships across wealth planning areas while collaborating with Titan group teams to identify opportunities. Compliance and accurate documentation are essential for success.
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