Financial Planner
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality.Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area.The RoleThis is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks.The successful adviser will:Provide holistic financial planning advice to both new and existing clientsDeliver an exceptional level of ongoing service aligned with a relationship-driven advice modelWork closely with internal professional partners and local offices to develop client relationshipsEngage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetingsConvert opportunities into long-term advisory relationshipsIdentify new business opportunities to support continued regional growthContri
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