London Wealth Planner — Growth & Client Advisory

Company: Castlegate Financial Management
Apply for the London Wealth Planner — Growth & Client Advisory
Location: Greater London
Job Description:

A financial services firm is seeking a Financial Planner to drive client growth in London. The successful candidate will meet clients to document their investment plans, recommend strategies, and ensure compliance with financial regulations. Applicants must possess excellent communication and interpersonal skills, be IT literate, and hold at least a Diploma level 4 qualification. This role emphasizes forging strong client relationships and delivering high-quality financial advice in a friendly environment.#J-18808-Ljbffr…

Posted: April 3rd, 2026