Financial Planning Consultant – Client Portfolio Advisor

Company: Independent Resourcing Consultancy Ltd
Apply for the Financial Planning Consultant – Client Portfolio Advisor
Location: Weymouth
Job Description:

A consultancy firm is seeking a Consultant for its Financial Planning team based in Weymouth. The role focuses on managing a client portfolio and advising holistically. Ideal candidates will have commercial experience and chartered status, along with strong networking skills to attract new clients. The position will be supported by a dedicated team, allowing a focus on client advice and relationship development.#J-18808-Ljbffr…

Posted: April 11th, 2026