Strategic Financial Planner: Grow Your Client Portfolio

Company: Service Care Solutions
Apply for the Strategic Financial Planner: Grow Your Client Portfolio
Location: Bulls Cross
Job Description:

Service Care Solutions is recruiting a Financial Planner to join a returning client due to expansion. You’ll manage a transferable book of clients, receive fees, and grow your own portfolio either organically or from retiring IFAs.

You will provide holistic financial planning, conduct client reviews, identify opportunities to improve outcomes, and build relationships with accountants, solicitors and other introducers.

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Posted: October 25th, 2026