Senior Financial Planner – High-Value Wealth Planning

PKF Francis Clark is recruiting a Senior Financial Planner to provide high-quality, compliant advice to a diverse client base, managing a personal portfolio and supporting colleagues.

The role involves advising on retirement, investments, tax-efficient wealth management, and estate planning, with travel between Salisbury and Poole and hybrid working.

You’ll mentor junior planners, contribute to growth, and uphold regulatory standards.

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