Senior Wealth Planner & Growth Leader

Francis Clark is seeking an experienced Senior Financial Planner to deliver high-quality, compliant financial advice to a diverse client portfolio in Poole. You will manage your own clients while mentoring colleagues and driving regional growth.

You will bring Level 6 Advanced Diploma in Financial Planning (or equivalent), a proven track record in regulated advice for high-net-worth clients, and strong networking skills to grow the business.

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