London Wealth Planner — Growth & Client Advisory

Company: Castlegate Financial Management

Location: London

Posted: April 3rd, 2026

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
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