Hybrid Client-Servicing Financial Planner (Diploma Qualified)

Company: CV Elite Ltd
Apply for the Hybrid Client-Servicing Financial Planner (Diploma Qualified)
Location: London
Job Description:

Butler Toll Financial Planners in Swindon, Wiltshire, is seeking a Client Servicing Financial Planner. The role supports an established portfolio of clients, offering ongoing service with development of technical knowledge. Employment is with an independent planning firm that emphasises relationships and service.

The successful candidate will be diploma qualified, ready to learn, and comfortable transitioning into advisory duties. Flexible/hybrid work and progression opportunities are available.

#J-18808-Ljbffr…

Posted: November 6th, 2026