Hybrid Financial Advisor: Inherit a Steady Client Bank

Cavendish Maine in Putney seeks an experienced Advisor to service an existing client bank on an employed basis, with a hybrid working model allowing time between home and the Putney office.

This role suits someone with the Diploma in Financial Planning who can build relationships, perform annual reviews, identify client needs, and generate new business while adhering to regulatory KYC and suitability requirements.

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