Financial Advisor: High-Value Clients, Hybrid Role

Premier Jobs UK is recruiting a Financial Advisor to manage an established client bank in Chippenham while collaborating with a skilled team on referrals and existing relationships. The role emphasizes quality, ongoing advice for high-net-worth clients and complex wealth scenarios.

You will review portfolios, perform client meetings, and deliver timely pension, investment, and tax-efficient planning guidance with a focus on client outcomes within a collaborative, supportive environment.

#J-18808-Ljbffr…