Hybrid Financial Planner for Wealth & Retirement

Wise Investment is seeking a Financial Planner to join our growing, independent wealth management firm based in Chipping Norton. The role is hybrid, with office presence required two days a week, and hours from 9am to 5pm, Monday to Friday.

You will work with clients to provide tailored financial advice, build long-term relationships, and collaborate with Paraplanners, Administrators and other planners. A Level 4 Diploma in Regulated Financial Planning and 2+ years of experience are desirable.

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