Financial Planner salaries in Wells, SOM

Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals…

Financial Services: 2 years (preferred). We currently look after more than 500 client relationships, providing advice across retirement planning, investment…

£28,000 - £32,000 a year

This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being…

Regulated sales and client relationship management experience. Work as part of the relationship team to identify client needs, secure commitment to fee‑based…

The successful candidate will be fully Diploma-qualified as a minimum and will possess extensive knowledge across pensions, investments, taxation and estate…

£38,000 - £50,000 a year

14 days ago

Be the Go-To: Act as the escalation point for complex queries and provide clear, proactive solutions. Competitive Pension Scheme - we contribute 6%, you 3%.