Senior Financial Planning Consultant – Inherited Portfolio

Company: Hawthorne-Finch Talent Solutions Ltd
Apply for the Senior Financial Planning Consultant – Inherited Portfolio
Location: Kendal
Job Description:

Hawthorne-Finch Talent Solutions Ltd is assisting with the recruitment of a Financial Planning Consultant in the Kendal area. The successful candidate will inherit an established client portfolio and work in a hybrid capacity, delivering holistic financial planning advice to private clients and business owners.

You will support retirement, investment, protection, and estate planning across a growing, professional services network, with clear progression routes and a strong emphasis on client

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Posted: October 22nd, 2026