North East Financial Planning Director

A specialist recruitment firm in the UK is looking for a financial advisor who can provide holistic financial planning advice to clients.

Check below to see if you have what is needed for this opportunity, and if so, make an application asap.

The role involves conducting extensive client fact-finds, reviewing financial arrangements, and providing comprehensive recommendations.

Candidates should have a Level 4 Diploma in Financial Planning and experience in delivering advice. xwzovoh

This position emphasizes building long-term client relationships while meeting business development targets.…